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RLBBX vs VWELX
RLBBX vs VWELX Comparison
Open Charts RLBBX vs VWELX
American Funds American Balanced R2
Price$39.36
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
Vanguard Wellington I
Price$49.01
Change+$0.08 (+0.16%)
VolumeN/A
Net Assets121.35B
RLBBX vs VWELX Comparison Chart in %
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RLBBX vs. VWELX commentary
Dec 04, 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 StrongBuy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 271B vs. VWELX (121B). VWELX pays higher dividends than RLBBX: VWELX (1.84) vs RLBBX (1.07). RLBBX was incepted earlier than VWELX: RLBBX (24 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 : 8.46 vs. VWELX (3.85). RLBBX return over 5 years is better than : 34.82 vs. VWELX (10.46).
| 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 | 96 years | - |
| Gain YTD | 15.795 | 15.175 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 121B | 224% |
| Annual Yield % from dividends | 1.07 | 1.84 | 58% |
| Returns for 1 year | 8.46 | 3.85 | 220% |
| Returns for 3 years | 37.33 | 19.58 | 191% |
| Returns for 5 years | 34.82 | 10.46 | 333% |
| Returns for 10 years | 66.69 | 38.29 | 174% |
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