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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
Vanguard Wellington I
Price$44.97
Change-$2.84 (-5.94%)
VolumeN/A
Net Assets120.44B
RLBFX vs VWELX Comparison Chart in %
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RLBFX vs. VWELX commentary
Feb 05, 2026
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 Hold and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. VWELX (120B). RLBFX (2.13) and VWELX (2.05) have matching dividends . RLBFX was incepted earlier than VWELX: RLBFX (24 years) vs VWELX (97 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 : 11.69 vs. VWELX (4.44). RLBFX return over 5 years is better than : 37.38 vs. VWELX (5.33).
| RLBFX | VWELX | RLBFX / VWELX | |
| Total Expense Ratio | 0.29 | 0.25 | 116% |
| Annual Report Gross Expense Ratio | 0.29 | 0.25 | 116% |
| Fund Existence | 24 years | 97 years | - |
| Gain YTD | 2.503 | 0.582 | 430% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 120B | 225% |
| Annual Yield % from dividends | 2.13 | 2.05 | 104% |
| Returns for 1 year | 11.69 | 4.44 | 264% |
| Returns for 3 years | 38.02 | 16.91 | 225% |
| Returns for 5 years | 37.38 | 5.33 | 701% |
| Returns for 10 years | 91.94 | 41.47 | 222% |
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