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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
Vanguard Wellington™ I
Price$45.95
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets114.7B
RLBFX vs VWELX Comparison Chart in %
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RLBFX vs. VWELX commentary
Jul 26, 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: 254B vs. VWELX (115B). RLBFX (2.10) and VWELX (2.02) 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 : 10.60 vs. VWELX (5.10). RLBFX return over 5 years is better than : 41.40 vs. VWELX (12.45).
| 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 | 9.189 | 7.783 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 115B | 221% |
| Annual Yield % from dividends | 2.10 | 2.02 | 104% |
| Returns for 1 year | 10.60 | 5.10 | 208% |
| Returns for 3 years | 35.79 | 15.38 | 233% |
| Returns for 5 years | 41.40 | 12.45 | 332% |
| Returns for 10 years | 68.15 | 29.20 | 233% |
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