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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
RLBFX vs VWELX Comparison Chart in %
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RLBFX vs. VWELX commentary
Jun 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 279B vs. VWELX (121B). RLBFX (2.02) and VWELX (1.95) have matching dividends . RLBFX was incepted earlier than VWELX: RLBFX (24 years) vs VWELX (97 years). RLBFX (0.30) is less costly to investors than VWELX (0.24). VWELX is a more actively managed with annual turnover of: 62.00 vs. RLBFX (50.00). 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 : 18.07 vs. VWELX (10.17). RLBFX return over 5 years is better than : 37.10 vs. VWELX (5.00).
| RLBFX | VWELX | RLBFX / VWELX | |
| Total Expense Ratio | 0.30 | 0.24 | 125% |
| Annual Report Gross Expense Ratio | 0.30 | 0.24 | 125% |
| Fund Existence | 24 years | 97 years | - |
| Gain YTD | 9.817 | 6.833 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 121B | 231% |
| Annual Yield % from dividends | 2.02 | 1.95 | 103% |
| Returns for 1 year | 18.07 | 10.17 | 178% |
| Returns for 3 years | 46.81 | 22.17 | 211% |
| Returns for 5 years | 37.10 | 5.00 | 742% |
| Returns for 10 years | 89.73 | 38.03 | 236% |
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