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RLBGX vs VWENX
RLBGX vs VWENX Comparison
Open Charts RLBGX vs VWENX
American Funds American Balanced R6
Price$35.36
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Vanguard Wellington™ Admiral™
Price$75.68
Change-$0.71 (-0.93%)
VolumeN/A
Net Assets114.05B
RLBGX vs VWENX Comparison Chart
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RLBGX vs. VWENX commentary
Feb 23, 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 Hold and VWENX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 242B vs. VWENX (114B). 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). RLBGX annual gain was more profitable for investors over the last year : 9.60 vs. VWENX (4.12). RLBGX return over 5 years is better than : 31.96 vs. VWENX (3.62).
| 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 | 2.940 | 2.339 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 114B | 212% |
| Annual Yield % from dividends | 2.55 | 2.19 | 117% |
| Returns for 1 year | 9.60 | 4.12 | 233% |
| Returns for 3 years | 18.47 | 1.14 | 1,625% |
| Returns for 5 years | 31.96 | 3.62 | 882% |
| Returns for 10 years | 55.52 | 21.25 | 261% |
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