Ad is loading...
RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ I
Price$46.63
Change-$1.00 (-2.10%)
VolumeN/A
CapitalizationN/A
RLBFX vs VWELX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. VWELX commentary
Dec 19, 2024
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 Hold and VWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. VWELX (116B). RLBFX pays higher dividends than VWELX: RLBFX (2.50) vs VWELX (2.11). RLBFX was incepted earlier than VWELX: RLBFX (23 years) vs VWELX (96 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. VWELX (39.00). RLBFX has a lower initial minimum investment than VWELX: RLBFX (250) vs VWELX (3000). VWELX annual gain was more profitable for investors over the last year : 17.52 vs. RLBFX (12.81). RLBFX return over 5 years is better than : 34.29 vs. VWELX (12.54).
| RLBFX | VWELX | RLBFX / VWELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | 11.792 | 16.211 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 116B | 208% |
| Annual Yield % from dividends | 2.50 | 2.11 | 118% |
| Returns for 1 year | 12.81 | 17.52 | 73% |
| Returns for 3 years | 12.40 | -3.87 | -320% |
| Returns for 5 years | 34.29 | 12.54 | 273% |
| Returns for 10 years | 48.83 | 28.33 | 172% |
View a ticker or compare two or three
VS
VS
Ad is loading...