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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$37.75
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Vanguard Wellington I
Price$45.10
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets122.29B
RLBFX vs VWELX Comparison Chart in %
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RLBFX vs. VWELX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. VWELX (122B). RLBFX (1.93) and VWELX (1.84) 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 : 9.39 vs. VWELX (-3.78). RLBFX return over 5 years is better than : 36.42 vs. VWELX (1.69).
| 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 | 10.980 | 6.334 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 122B | 220% |
| Annual Yield % from dividends | 1.93 | 1.84 | 105% |
| Returns for 1 year | 9.39 | -3.78 | -248% |
| Returns for 3 years | 39.23 | 14.11 | 278% |
| Returns for 5 years | 36.42 | 1.69 | 2,152% |
| Returns for 10 years | 76.59 | 33.81 | 227% |
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