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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
Vanguard Wellington™ I
Price$42.30
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets106.94B
RLBFX vs VWELX Comparison Chart
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RLBFX vs. VWELX commentary
May 12, 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: 234B vs. VWELX (107B). RLBFX (2.26) and VWELX (2.17) 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 : 4.53 vs. VWELX (-1.44). RLBFX return over 5 years is better than : 38.35 vs. VWELX (10.80).
| 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 | 0.441 | -0.899 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 107B | 219% |
| Annual Yield % from dividends | 2.26 | 2.17 | 104% |
| Returns for 1 year | 4.53 | -1.44 | -315% |
| Returns for 3 years | 22.43 | 5.56 | 403% |
| Returns for 5 years | 38.35 | 10.80 | 355% |
| Returns for 10 years | 53.51 | 17.84 | 300% |
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