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RLBAX vs VWELX
RLBAX vs VWELX Comparison
Open Charts RLBAX vs VWELX
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Vanguard Wellington I
Price$44.97
Change-$2.84 (-5.94%)
VolumeN/A
Net Assets120.44B
RLBAX vs VWELX Comparison Chart in %
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RLBAX vs. VWELX commentary
Feb 05, 2026
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 RLBAX is a Hold and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. VWELX (120B). VWELX pays higher dividends than RLBAX: VWELX (2.05) vs RLBAX (1.22). RLBAX was incepted earlier than VWELX: RLBAX (24 years) vs VWELX (97 years). RLBAX (1.31) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than VWELX: RLBAX (250) vs VWELX (3000). RLBAX annual gain was more profitable for investors over the last year : 10.45 vs. VWELX (4.44). RLBAX return over 5 years is better than : 31.35 vs. VWELX (5.33).
| RLBAX | VWELX | RLBAX / VWELX | |
| Total Expense Ratio | 1.31 | 0.25 | 524% |
| Annual Report Gross Expense Ratio | 1.31 | 0.25 | 524% |
| Fund Existence | 24 years | 97 years | - |
| Gain YTD | 2.371 | 0.582 | 408% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 120B | 225% |
| Annual Yield % from dividends | 1.22 | 2.05 | 59% |
| Returns for 1 year | 10.45 | 4.44 | 236% |
| Returns for 3 years | 33.63 | 16.91 | 199% |
| Returns for 5 years | 31.35 | 5.33 | 588% |
| Returns for 10 years | 79.34 | 41.47 | 191% |
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