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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$39.83
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
Vanguard Wellington I
Price$49.01
Change+$0.08 (+0.16%)
VolumeN/A
Net Assets121.35B
RLBFX vs VWELX Comparison Chart in %
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RLBFX vs. VWELX commentary
Dec 04, 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 StrongBuy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 271B vs. VWELX (121B). RLBFX (1.93) and VWELX (1.84) have matching dividends . RLBFX was incepted earlier than VWELX: RLBFX (24 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 : 9.63 vs. VWELX (3.85). RLBFX return over 5 years is better than : 40.86 vs. VWELX (10.46).
| 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 | 96 years | - |
| Gain YTD | 16.889 | 15.175 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 121B | 224% |
| Annual Yield % from dividends | 1.93 | 1.84 | 105% |
| Returns for 1 year | 9.63 | 3.85 | 250% |
| Returns for 3 years | 41.38 | 19.58 | 211% |
| Returns for 5 years | 40.86 | 10.46 | 391% |
| Returns for 10 years | 77.79 | 38.29 | 203% |
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