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RLBEX vs VWELX
RLBEX vs VWELX Comparison
Open Charts RLBEX vs VWELX
American Funds American Balanced R4
Price$35.57
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Vanguard Wellington™ I
Price$44.07
Change-$0.40 (-0.90%)
VolumeN/A
Net Assets110.88B
RLBEX vs VWELX Comparison Chart
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RLBEX vs. VWELX commentary
Jun 16, 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 Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 244B vs. VWELX (111B). VWELX pays higher dividends than RLBEX: VWELX (2.09) vs RLBEX (1.90). 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 : 5.25 vs. VWELX (0.15). RLBEX return over 5 years is better than : 38.29 vs. VWELX (12.13).
| 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 | 4.423 | 3.248 | 136% |
| 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 | 1.90 | 2.09 | 91% |
| Returns for 1 year | 5.25 | 0.15 | 3,444% |
| Returns for 3 years | 32.58 | 15.23 | 214% |
| Returns for 5 years | 38.29 | 12.13 | 316% |
| Returns for 10 years | 59.72 | 22.90 | 261% |