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RLBGX vs VWENX
RLBGX vs VWENX Comparison
Open Charts RLBGX vs VWENX
American Funds American Balanced R6
Price$36.98
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.22B
Vanguard Wellington™ Admiral™
Price$78.50
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets114.7B
RLBGX vs VWENX Comparison Chart in %
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RLBGX vs. VWENX commentary
Jul 11, 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: 252B vs. VWENX (115B). RLBGX (2.15) and VWENX (2.09) 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 : 7.43 vs. VWENX (1.46). RLBGX return over 5 years is better than : 42.59 vs. VWENX (13.44).
| 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 | 8.494 | 6.696 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 115B | 219% |
| Annual Yield % from dividends | 2.15 | 2.09 | 102% |
| Returns for 1 year | 7.43 | 1.46 | 509% |
| Returns for 3 years | 37.08 | 15.57 | 238% |
| Returns for 5 years | 42.59 | 13.44 | 317% |
| Returns for 10 years | 67.41 | 28.37 | 238% |