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RLBGX vs VWENX
RLBGX vs VWENX Comparison
Open Charts RLBGX vs VWENX
American Funds American Balanced R6
Price$34.30
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets233.54B
Vanguard Wellington™ Admiral™
Price$72.56
Change+$0.24 (+0.33%)
VolumeN/A
Net Assets113.09B
RLBGX vs VWENX Comparison Chart
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RLBGX vs. VWENX commentary
Apr 03, 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: 234B vs. VWENX (113B). 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 : 3.85 vs. VWENX (-1.91). RLBGX return over 5 years is better than : 50.73 vs. VWENX (20.03).
| 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 | 0.249 | -1.858 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 113B | 207% |
| Annual Yield % from dividends | 2.31 | 2.25 | 102% |
| Returns for 1 year | 3.85 | -1.91 | -202% |
| Returns for 3 years | 13.07 | -4.38 | -298% |
| Returns for 5 years | 50.73 | 20.03 | 253% |
| Returns for 10 years | 55.12 | 18.12 | 304% |
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