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RLBGX vs VWENX
RLBGX vs VWENX Comparison
Open Charts RLBGX vs VWENX
American Funds American Balanced R6
Price$33.29
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
Vanguard Wellington™ Admiral™
Price$70.50
Change+$0.83 (+1.19%)
VolumeN/A
Net Assets107.97B
RLBGX vs VWENX Comparison Chart
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RLBGX vs. VWENX commentary
Apr 24, 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: 225B vs. VWENX (108B). RLBGX (2.31) and VWENX (2.25) 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 (0.18). RLBGX is a more actively managed with annual turnover of: 171.00 vs. VWENX (61.00). 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 : 2.99 vs. VWENX (-4.48). RLBGX return over 5 years is better than : 35.62 vs. VWENX (6.38).
| RLBGX | VWENX | RLBGX / VWENX | |
| Total Expense Ratio | 0.25 | 0.18 | 139% |
| Annual Report Gross Expense Ratio | 0.25 | 0.18 | 139% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -3.697 | -7.015 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 108B | 208% |
| Annual Yield % from dividends | 2.31 | 2.25 | 102% |
| Returns for 1 year | 2.99 | -4.48 | -67% |
| Returns for 3 years | 12.98 | -4.43 | -293% |
| Returns for 5 years | 35.62 | 6.38 | 558% |
| Returns for 10 years | 46.24 | 9.86 | 469% |
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