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RLBGX vs VWENX
RLBGX vs VWENX Comparison
Open Charts RLBGX vs VWENX
American Funds American Balanced R6
Price$34.94
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Vanguard Wellington™ Admiral™
Price$74.49
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets106.94B
RLBGX vs VWENX Comparison Chart
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RLBGX vs. VWENX commentary
May 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 Buy and VWENX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 238B vs. VWENX (107B). 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 (0.17). 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 : 5.13 vs. VWENX (0.23). RLBGX return over 5 years is better than : 40.10 vs. VWENX (13.64).
| 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 | 2.119 | 2.254 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 107B | 222% |
| Annual Yield % from dividends | 2.31 | 2.25 | 103% |
| Returns for 1 year | 5.13 | 0.23 | 2,207% |
| Returns for 3 years | 23.60 | 9.64 | 245% |
| Returns for 5 years | 40.10 | 13.64 | 294% |
| Returns for 10 years | 55.38 | 21.04 | 263% |
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