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RLBBX vs VWELX
RLBBX vs VWELX Comparison
Open Charts RLBBX vs VWELX
American Funds American Balanced R2
Price$38.04
Change-$0.58 (-1.50%)
VolumeN/A
Net Assets269.72B
Vanguard Wellington I
Price$44.97
Change-$2.84 (-5.94%)
VolumeN/A
Net Assets120.44B
RLBBX vs VWELX Comparison Chart in %
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RLBBX vs. VWELX commentary
Feb 04, 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 RLBBX is a Hold and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. VWELX (120B). VWELX pays higher dividends than RLBBX: VWELX (2.05) vs RLBBX (1.23). RLBBX was incepted earlier than VWELX: RLBBX (24 years) vs VWELX (97 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 : 10.49 vs. VWELX (4.44). RLBBX return over 5 years is better than : 31.41 vs. VWELX (5.33).
| RLBBX | VWELX | RLBBX / VWELX | |
| Total Expense Ratio | 1.32 | 0.25 | 528% |
| Annual Report Gross Expense Ratio | 1.32 | 0.25 | 528% |
| Fund Existence | 24 years | 97 years | - |
| Gain YTD | 2.396 | 0.582 | 412% |
| 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 | 1.23 | 2.05 | 60% |
| Returns for 1 year | 10.49 | 4.44 | 236% |
| Returns for 3 years | 33.68 | 16.91 | 199% |
| Returns for 5 years | 31.41 | 5.33 | 589% |
| Returns for 10 years | 79.44 | 41.47 | 192% |
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