Interact to see
Advertisement
Advertisement
RLBEX vs VWELX
RLBEX vs VWELX Comparison
Open Charts RLBEX vs VWELX
American Funds American Balanced R4
Price$38.44
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
RLBEX vs VWELX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBEX 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 RLBEX is a Hold and VWELX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 262B vs. VWELX (117B). VWELX pays higher dividends than RLBEX: VWELX (1.96) vs RLBEX (1.79). RLBEX was incepted earlier than VWELX: RLBEX (23 years) vs VWELX (96 years). RLBEX (0.59) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than VWELX: RLBEX (250) vs VWELX (3000). RLBEX annual gain was more profitable for investors over the last year : 8.10 vs. VWELX (3.68). RLBEX return over 5 years is better than : 44.44 vs. VWELX (15.94).
| RLBEX | VWELX | RLBEX / VWELX | |
| Total Expense Ratio | 0.59 | 0.25 | 236% |
| Annual Report Gross Expense Ratio | 0.59 | 0.25 | 236% |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | 13.159 | 11.638 | 113% |
| 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 | 1.79 | 1.96 | 91% |
| Returns for 1 year | 8.10 | 3.68 | 220% |
| Returns for 3 years | 51.36 | 27.99 | 184% |
| Returns for 5 years | 44.44 | 15.94 | 279% |
| Returns for 10 years | 85.05 | 43.28 | 197% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement