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RLBBX vs VWELX
RLBBX vs VWELX Comparison
Open Charts RLBBX vs VWELX
American Funds American Balanced R2
Price$38.19
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Vanguard Wellington™ I
Price$47.35
Change+$0.20 (+0.42%)
VolumeN/A
Net Assets117.1B
RLBBX vs VWELX Comparison Chart in %
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RLBBX vs. VWELX commentary
Sep 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 RLBBX is a Hold and VWELX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 262B vs. VWELX (117B). VWELX pays higher dividends than RLBBX: VWELX (1.96) vs RLBBX (1.15). 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 : 7.30 vs. VWELX (3.68). RLBBX return over 5 years is better than : 40.04 vs. VWELX (15.94).
| 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 | 12.553 | 11.638 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 117B | 224% |
| Annual Yield % from dividends | 1.15 | 1.96 | 58% |
| Returns for 1 year | 7.30 | 3.68 | 198% |
| Returns for 3 years | 48.20 | 27.99 | 172% |
| Returns for 5 years | 40.04 | 15.94 | 251% |
| Returns for 10 years | 74.60 | 43.28 | 172% |
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