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RLEFX vs VWELX
RLEFX vs VWELX Comparison
Open Charts RLEFX vs VWELX
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ I
Price$46.10
Change-$0.26 (-0.56%)
VolumeN/A
CapitalizationN/A
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RLEFX vs VWELX Comparison Chart
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RLEFX vs. VWELX commentary
Sep 21, 2024
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 RLEFX is a StrongBuy and VWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. VWELX (113B). RLEFX pays higher dividends than VWELX: RLEFX (2.42) vs VWELX (2.11). RLEFX was incepted earlier than VWELX: RLEFX (9 years) vs VWELX (95 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. VWELX (39.00). RLEFX has a lower initial minimum investment than VWELX: RLEFX (250) vs VWELX (3000). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. VWELX (17.64). RLEFX return over 5 years is better than : 40.23 vs. VWELX (13.50).
| RLEFX | VWELX | RLEFX / VWELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 95 years | - |
| Gain YTD | 14.180 | 12.714 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 113B | 209% |
| Annual Yield % from dividends | 2.42 | 2.11 | 114% |
| Returns for 1 year | 24.64 | 17.64 | 140% |
| Returns for 3 years | 15.33 | -3.36 | -456% |
| Returns for 5 years | 40.23 | 13.50 | 298% |
| Returns for 10 years | N/A | 28.25 | - |