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RLBCX vs VWELX
RLBCX vs VWELX Comparison
Open Charts RLBCX vs VWELX
American Funds American Balanced R3
Price$36.64
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
RLBCX vs VWELX Comparison Chart in %
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RLBCX 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 RLBCX is a Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. VWELX (111B). VWELX pays higher dividends than RLBCX: VWELX (2.02) vs RLBCX (1.57). 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 : 7.52 vs. VWELX (2.91). RLBCX return over 5 years is better than : 39.59 vs. VWELX (14.71).
| 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 | 7.917 | 6.843 | 116% |
| 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 | 1.57 | 2.02 | 78% |
| Returns for 1 year | 7.52 | 2.91 | 259% |
| Returns for 3 years | 34.01 | 15.81 | 215% |
| Returns for 5 years | 39.59 | 14.71 | 269% |
| Returns for 10 years | 62.14 | 29.19 | 213% |
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