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RLBGX vs VWENX
RLBGX vs VWENX Comparison
Open Charts RLBGX vs VWENX
American Funds American Balanced R6
Price$34.27
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ Admiral™
Price$82.25
Change-$0.33 (-0.40%)
VolumeN/A
CapitalizationN/A
RLBGX vs VWENX Comparison Chart
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RLBGX vs. VWENX 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 VWENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 241B vs. VWENX (116B). RLBGX pays higher dividends than VWENX: RLBGX (2.55) vs VWENX (2.19). RLBGX was incepted earlier than VWENX: RLBGX (16 years) vs VWENX (24 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. VWENX (39.00). RLBGX has a lower initial minimum investment than VWENX: RLBGX (250) vs VWENX (50000). VWENX annual gain was more profitable for investors over the last year : 17.58 vs. RLBGX (12.83). RLBGX return over 5 years is better than : 34.51 vs. VWENX (12.71).
| RLBGX | VWENX | RLBGX / VWENX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 11.811 | 16.258 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 116B | 208% |
| Annual Yield % from dividends | 2.55 | 2.19 | 117% |
| Returns for 1 year | 12.83 | 17.58 | 73% |
| Returns for 3 years | 12.48 | -3.77 | -331% |
| Returns for 5 years | 34.51 | 12.71 | 272% |
| Returns for 10 years | 49.12 | 28.76 | 171% |