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RLBGX vs VWELX
RLBGX vs VWELX Comparison
Open Charts RLBGX vs VWELX
American Funds American Balanced R6
Price$35.36
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Vanguard Wellington™ I
Price$43.83
Change-$0.41 (-0.93%)
VolumeN/A
Net Assets114.05B
RLBGX vs VWELX Comparison Chart
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RLBGX vs. VWELX commentary
Feb 23, 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: 242B vs. VWELX (114B). 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). RLBGX annual gain was more profitable for investors over the last year : 9.60 vs. VWELX (5.07). RLBGX return over 5 years is better than : 31.96 vs. VWELX (4.43).
| 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 | 2.940 | 3.292 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 114B | 212% |
| Annual Yield % from dividends | 2.55 | 2.11 | 121% |
| Returns for 1 year | 9.60 | 5.07 | 189% |
| Returns for 3 years | 18.47 | 1.97 | 939% |
| Returns for 5 years | 31.96 | 4.43 | 721% |
| Returns for 10 years | 55.52 | 21.99 | 252% |
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