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RLBAX vs VWELX
RLBAX vs VWELX Comparison
Open Charts RLBAX vs VWELX
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Vanguard Wellington I
Price$45.10
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets122.29B
RLBAX vs VWELX Comparison Chart in %
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RLBAX vs. VWELX commentary
Dec 28, 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 RLBAX is a StrongBuy and VWELX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. VWELX (122B). VWELX pays higher dividends than RLBAX: VWELX (1.84) vs RLBAX (1.07). 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 : 8.49 vs. VWELX (-3.78). RLBAX return over 5 years is better than : 30.80 vs. VWELX (1.69).
| 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 | 10.082 | 6.334 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 122B | 220% |
| Annual Yield % from dividends | 1.07 | 1.84 | 58% |
| Returns for 1 year | 8.49 | -3.78 | -224% |
| Returns for 3 years | 35.20 | 14.11 | 249% |
| Returns for 5 years | 30.80 | 1.69 | 1,820% |
| Returns for 10 years | 65.43 | 33.81 | 194% |
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