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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 24, 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: 288B vs. VWELX (125B). 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 : 17.07 vs. VWELX (8.83). RLBFX return over 5 years is better than : 37.80 vs. VWELX (3.96).
| 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 | 9.536 | 6.112 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 125B | 230% |
| Annual Yield % from dividends | 2.02 | 1.95 | 103% |
| Returns for 1 year | 17.07 | 8.83 | 193% |
| Returns for 3 years | 45.61 | 21.13 | 216% |
| Returns for 5 years | 37.80 | 3.96 | 955% |
| Returns for 10 years | 93.65 | 40.53 | 231% |
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