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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$39.63
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Vanguard Wellington I
Price$48.96
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets121.35B
RLBFX vs VWELX Comparison Chart in %
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RLBFX vs. VWELX commentary
Nov 14, 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: 268B vs. VWELX (121B). RLBFX pays higher dividends than VWELX: RLBFX (1.97) vs VWELX (1.86). 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 : 10.28 vs. VWELX (5.07). RLBFX return over 5 years is better than : 43.06 vs. VWELX (12.22).
| 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 | 16.507 | 15.434 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 121B | 221% |
| Annual Yield % from dividends | 1.97 | 1.86 | 106% |
| Returns for 1 year | 10.28 | 5.07 | 203% |
| Returns for 3 years | 44.74 | 24.06 | 186% |
| Returns for 5 years | 43.06 | 12.22 | 352% |
| Returns for 10 years | 81.39 | 41.46 | 196% |
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