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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$37.61
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets256.44B
Vanguard Wellington™ I
Price$46.57
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets115.8B
RLBFX vs VWELX Comparison Chart in %
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RLBFX vs. VWELX commentary
Aug 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RLBFX is a Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. VWELX (116B). RLBFX (2.08) and VWELX (1.99) have matching dividends . RLBFX was incepted earlier than VWELX: RLBFX (23 years) vs VWELX (96 years). RLBFX (0.29) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than VWELX: RLBFX (250) vs VWELX (3000). RLBFX annual gain was more profitable for investors over the last year : 9.54 vs. VWELX (5.02). RLBFX return over 5 years is better than : 40.10 vs. VWELX (11.41).
| RLBFX | VWELX | RLBFX / VWELX | |
| Total Expense Ratio | 0.29 | 0.25 | 116% |
| Annual Report Gross Expense Ratio | 0.29 | 0.25 | 116% |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | 10.185 | 9.453 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 116B | 221% |
| Annual Yield % from dividends | 2.08 | 1.99 | 104% |
| Returns for 1 year | 9.54 | 5.02 | 190% |
| Returns for 3 years | 30.96 | 10.36 | 299% |
| Returns for 5 years | 40.10 | 11.41 | 351% |
| Returns for 10 years | 69.34 | 30.57 | 227% |
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