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RLBBX vs VWELX
RLBBX vs VWELX Comparison
Open Charts RLBBX vs VWELX
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Vanguard Wellington™ I
Price$45.44
Change+$0.22 (+0.49%)
VolumeN/A
Net Assets110.88B
RLBBX vs VWELX Comparison Chart in %
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RLBBX vs. VWELX commentary
Jul 07, 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 RLBBX is a Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. VWELX (111B). VWELX pays higher dividends than RLBBX: VWELX (2.02) vs RLBBX (1.17). RLBBX was incepted earlier than VWELX: RLBBX (23 years) vs VWELX (96 years). RLBBX (1.32) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than VWELX: RLBBX (250) vs VWELX (3000). RLBBX annual gain was more profitable for investors over the last year : 7.05 vs. VWELX (2.91). RLBBX return over 5 years is better than : 37.07 vs. VWELX (14.71).
| RLBBX | VWELX | RLBBX / VWELX | |
| Total Expense Ratio | 1.32 | 0.25 | 528% |
| Annual Report Gross Expense Ratio | 1.32 | 0.25 | 528% |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | 7.674 | 6.843 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 111B | 227% |
| Annual Yield % from dividends | 1.17 | 2.02 | 58% |
| Returns for 1 year | 7.05 | 2.91 | 242% |
| Returns for 3 years | 32.48 | 15.81 | 205% |
| Returns for 5 years | 37.07 | 14.71 | 252% |
| Returns for 10 years | 58.03 | 29.19 | 199% |
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