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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Vanguard Wellington™ I
Price$46.88
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets117.1B
RLBFX vs VWELX Comparison Chart in %
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RLBFX vs. VWELX commentary
Sep 07, 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: 258B vs. VWELX (117B). RLBFX (2.05) and VWELX (1.96) 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 : 10.28 vs. VWELX (4.79). RLBFX return over 5 years is better than : 41.46 vs. VWELX (11.51).
| 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 | 11.562 | 10.229 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 117B | 221% |
| Annual Yield % from dividends | 2.05 | 1.96 | 104% |
| Returns for 1 year | 10.28 | 4.79 | 215% |
| Returns for 3 years | 40.92 | 18.81 | 218% |
| Returns for 5 years | 41.46 | 11.51 | 360% |
| Returns for 10 years | 78.40 | 37.64 | 208% |
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