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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Vanguard Wellington™ I
Price$47.69
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets119.52B
RLBFX vs VWELX Comparison Chart in %
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RLBFX vs. VWELX commentary
Oct 19, 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 RLBFX is a Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. VWELX (120B). RLBFX pays higher dividends than VWELX: RLBFX (2.00) vs VWELX (1.90). RLBFX was incepted earlier than VWELX: RLBFX (23 years) vs VWELX (96 years). RLBFX (0.29) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than VWELX: RLBFX (250) vs VWELX (3000). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. VWELX (3.80). RLBFX return over 5 years is better than : 43.90 vs. VWELX (12.12).
| RLBFX | VWELX | RLBFX / VWELX | |
| Total Expense Ratio | 0.29 | 0.25 | 116% |
| Annual Report Gross Expense Ratio | 0.29 | 0.25 | 116% |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | 14.890 | 12.440 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 120B | 221% |
| Annual Yield % from dividends | 2.00 | 1.90 | 105% |
| Returns for 1 year | 9.05 | 3.80 | 238% |
| Returns for 3 years | 51.85 | 27.25 | 190% |
| Returns for 5 years | 43.90 | 12.12 | 362% |
| Returns for 10 years | 78.80 | 37.21 | 212% |
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