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RLBGX vs VWELX
RLBGX vs VWELX Comparison
Open Charts RLBGX vs VWELX
American Funds American Balanced R6
Price$34.27
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ I
Price$46.63
Change-$1.00 (-2.10%)
VolumeN/A
CapitalizationN/A
RLBGX vs VWELX Comparison Chart
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RLBGX vs. VWELX commentary
Dec 19, 2024
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 Hold and VWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 241B vs. VWELX (116B). RLBGX pays higher dividends than VWELX: RLBGX (2.55) vs VWELX (2.11). RLBGX was incepted earlier than VWELX: RLBGX (16 years) vs VWELX (96 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. VWELX (39.00). RLBGX has a lower initial minimum investment than VWELX: RLBGX (250) vs VWELX (3000). VWELX annual gain was more profitable for investors over the last year : 17.52 vs. RLBGX (12.83). RLBGX return over 5 years is better than : 34.51 vs. VWELX (12.54).
| RLBGX | VWELX | RLBGX / VWELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 96 years | - |
| Gain YTD | 11.811 | 16.211 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 116B | 208% |
| Annual Yield % from dividends | 2.55 | 2.11 | 121% |
| Returns for 1 year | 12.83 | 17.52 | 73% |
| Returns for 3 years | 12.48 | -3.87 | -323% |
| Returns for 5 years | 34.51 | 12.54 | 275% |
| Returns for 10 years | 49.12 | 28.33 | 173% |
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