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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Vanguard Wellington™ I
Price$43.83
Change-$0.41 (-0.93%)
VolumeN/A
Net Assets114.05B
RLBFX vs VWELX Comparison Chart
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RLBFX vs. VWELX commentary
Feb 23, 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: 242B vs. VWELX (114B). 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). RLBFX annual gain was more profitable for investors over the last year : 9.54 vs. VWELX (5.07). RLBFX return over 5 years is better than : 31.70 vs. VWELX (4.43).
| 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 | 2.908 | 3.292 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 114B | 212% |
| Annual Yield % from dividends | 2.50 | 2.11 | 118% |
| Returns for 1 year | 9.54 | 5.07 | 188% |
| Returns for 3 years | 18.32 | 1.97 | 932% |
| Returns for 5 years | 31.70 | 4.43 | 715% |
| Returns for 10 years | 55.11 | 21.99 | 251% |
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