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RLBCX vs VWELX
RLBCX vs VWELX Comparison
Open Charts RLBCX vs VWELX
American Funds American Balanced R3
Price$38.26
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
RLBCX vs VWELX Comparison Chart in %
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RLBCX 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 RLBCX is a Hold and VWELX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 262B vs. VWELX (117B). VWELX pays higher dividends than RLBCX: VWELX (1.96) vs RLBCX (1.53). RLBCX was incepted earlier than VWELX: RLBCX (23 years) vs VWELX (96 years). RLBCX (0.89) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than VWELX: RLBCX (250) vs VWELX (3000). RLBCX annual gain was more profitable for investors over the last year : 7.77 vs. VWELX (3.68). RLBCX return over 5 years is better than : 42.60 vs. VWELX (15.94).
| RLBCX | VWELX | RLBCX / VWELX | |
| Total Expense Ratio | 0.89 | 0.25 | 356% |
| Annual Report Gross Expense Ratio | 0.89 | 0.25 | 356% |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | 12.918 | 11.638 | 111% |
| 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 | 1.53 | 1.96 | 78% |
| Returns for 1 year | 7.77 | 3.68 | 211% |
| Returns for 3 years | 50.08 | 27.99 | 179% |
| Returns for 5 years | 42.60 | 15.94 | 267% |
| Returns for 10 years | 79.23 | 43.28 | 183% |
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