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RLBGX vs VWENX
RLBGX vs VWENX Comparison
Open Charts RLBGX vs VWENX
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Vanguard Wellington™ Admiral™
Price$76.11
Change-$0.69 (-0.90%)
VolumeN/A
Net Assets110.88B
RLBGX vs VWENX Comparison Chart
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RLBGX vs. VWENX commentary
Jun 15, 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 VWENX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. VWENX (111B). RLBGX (2.23) and VWENX (2.17) have matching dividends . RLBGX was incepted earlier than VWENX: RLBGX (16 years) vs VWENX (24 years). RLBGX (0.25) is less costly to investors than VWENX (0.17). VWENX is a more actively managed with annual turnover of: 61.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than VWENX: RLBGX (250) vs VWENX (50000). RLBGX annual gain was more profitable for investors over the last year : 5.63 vs. VWENX (0.19). RLBGX return over 5 years is better than : 40.35 vs. VWENX (12.35).
| RLBGX | VWENX | RLBGX / VWENX | |
| Total Expense Ratio | 0.25 | 0.17 | 147% |
| Annual Report Gross Expense Ratio | 0.25 | 0.17 | 147% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 4.592 | 3.285 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 111B | 220% |
| Annual Yield % from dividends | 2.23 | 2.17 | 103% |
| Returns for 1 year | 5.63 | 0.19 | 2,943% |
| Returns for 3 years | 33.78 | 15.38 | 220% |
| Returns for 5 years | 40.35 | 12.35 | 327% |
| Returns for 10 years | 60.87 | 23.30 | 261% |
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