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RLBGX vs VWELX
RLBGX vs VWELX Comparison
Open Charts RLBGX vs VWELX
American Funds American Balanced R6
Price$33.50
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Vanguard Wellington™ I
Price$41.01
Change-$1.19 (-2.82%)
VolumeN/A
Net Assets113.09B
RLBGX vs VWELX Comparison Chart
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RLBGX vs. VWELX commentary
Apr 05, 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 Hold and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 235B vs. VWELX (113B). 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). VWELX (0.26) and RLBGX (0.25) have similar cost to investors . RLBGX is a more actively managed with annual turnover of: 171.00 vs. VWELX (61.00). 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 : 1.70 vs. VWELX (-0.78). RLBGX return over 5 years is better than : 48.29 vs. VWELX (22.10).
| RLBGX | VWELX | RLBGX / VWELX | |
| Total Expense Ratio | 0.25 | 0.26 | 96% |
| Annual Report Gross Expense Ratio | 0.25 | 0.26 | 96% |
| Fund Existence | 16 years | 96 years | - |
| Gain YTD | -2.089 | -1.134 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 113B | 208% |
| Annual Yield % from dividends | 2.31 | 2.17 | 106% |
| Returns for 1 year | 1.70 | -0.78 | -218% |
| Returns for 3 years | 10.05 | -4.06 | -248% |
| Returns for 5 years | 48.29 | 22.10 | 219% |
| Returns for 10 years | 50.83 | 18.16 | 280% |
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