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RLEFX vs VWENX
RLEFX vs VWENX Comparison
Open Charts RLEFX vs VWENX
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ Admiral™
Price$80.41
Change-$0.67 (-0.83%)
VolumeN/A
CapitalizationN/A
RLEFX vs VWENX Comparison Chart
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RLEFX vs. VWENX commentary
Nov 18, 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 VWENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. VWENX (112B). RLEFX pays higher dividends than VWENX: RLEFX (2.42) vs VWENX (2.19). RLEFX was incepted earlier than VWENX: RLEFX (9 years) vs VWENX (24 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. VWENX (39.00). RLEFX has a lower initial minimum investment than VWENX: RLEFX (250) vs VWENX (50000). RLEFX annual gain was more profitable for investors over the last year : 21.09 vs. VWENX (14.78). RLEFX return over 5 years is better than : 35.95 vs. VWENX (12.13).
| RLEFX | VWENX | RLEFX / VWENX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 14.211 | 13.658 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 112B | 211% |
| Annual Yield % from dividends | 2.42 | 2.19 | 111% |
| Returns for 1 year | 21.09 | 14.78 | 143% |
| Returns for 3 years | 10.95 | -5.88 | -186% |
| Returns for 5 years | 35.95 | 12.13 | 296% |
| Returns for 10 years | N/A | 27.01 | - |