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RLBCX vs VWELX
RLBCX vs VWELX Comparison
Open Charts RLBCX vs VWELX
American Funds American Balanced R3
Price$35.41
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Vanguard Wellington™ I
Price$44.07
Change-$0.40 (-0.90%)
VolumeN/A
Net Assets110.88B
RLBCX vs VWELX Comparison Chart
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RLBCX vs. VWELX commentary
Jun 15, 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: 244B vs. VWELX (111B). VWELX pays higher dividends than RLBCX: VWELX (2.09) vs RLBCX (1.63). 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 : 4.94 vs. VWELX (0.15). RLBCX return over 5 years is better than : 36.51 vs. VWELX (12.13).
| 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 | 4.294 | 3.248 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 111B | 220% |
| Annual Yield % from dividends | 1.63 | 2.09 | 78% |
| Returns for 1 year | 4.94 | 0.15 | 3,240% |
| Returns for 3 years | 31.54 | 15.23 | 207% |
| Returns for 5 years | 36.51 | 12.13 | 301% |
| Returns for 10 years | 54.99 | 22.90 | 240% |