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RLBGX vs VWELX
RLBGX vs VWELX Comparison
Open Charts RLBGX vs VWELX
American Funds American Balanced R6
Price$34.37
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
RLBGX vs VWELX Comparison Chart
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RLBGX 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 RLBGX is a Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. VWELX (107B). RLBGX pays higher dividends than VWELX: RLBGX (2.31) vs VWELX (2.17). RLBGX was incepted earlier than VWELX: RLBGX (16 years) vs VWELX (96 years). RLBGX (0.25) and VWELX (0.25) have similar cost to investors . VWELX is a more actively managed with annual turnover of: 61.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than VWELX: RLBGX (250) vs VWELX (3000). RLBGX annual gain was more profitable for investors over the last year : 4.56 vs. VWELX (-1.44). RLBGX return over 5 years is better than : 38.58 vs. VWELX (10.80).
| RLBGX | VWELX | RLBGX / VWELX | |
| Total Expense Ratio | 0.25 | 0.25 | 100% |
| Annual Report Gross Expense Ratio | 0.25 | 0.25 | 100% |
| Fund Existence | 16 years | 96 years | - |
| Gain YTD | 0.454 | -0.899 | -50% |
| 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 | 2.31 | 2.17 | 107% |
| Returns for 1 year | 4.56 | -1.44 | -317% |
| Returns for 3 years | 22.52 | 5.56 | 405% |
| Returns for 5 years | 38.58 | 10.80 | 357% |
| Returns for 10 years | 53.83 | 17.84 | 302% |
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