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RLBGX vs VWELX
RLBGX vs VWELX Comparison
Open Charts RLBGX vs VWELX
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Vanguard Wellington™ I
Price$45.44
Change+$0.22 (+0.49%)
VolumeN/A
Net Assets110.88B
RLBGX vs VWELX Comparison Chart in %
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RLBGX vs. VWELX commentary
Jul 07, 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 RLBGX is a Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. VWELX (111B). RLBGX pays higher dividends than VWELX: RLBGX (2.15) vs VWELX (2.02). RLBGX was incepted earlier than VWELX: RLBGX (16 years) vs VWELX (96 years). RLBGX (0.25) and VWELX (0.25) have similar cost to investors . VWELX is a more actively managed with annual turnover of: 61.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than VWELX: RLBGX (250) vs VWELX (3000). RLBGX annual gain was more profitable for investors over the last year : 8.24 vs. VWELX (2.91). RLBGX return over 5 years is better than : 43.50 vs. VWELX (14.71).
| RLBGX | VWELX | RLBGX / VWELX | |
| Total Expense Ratio | 0.25 | 0.25 | 100% |
| Annual Report Gross Expense Ratio | 0.25 | 0.25 | 100% |
| Fund Existence | 16 years | 96 years | - |
| Gain YTD | 8.259 | 6.843 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 111B | 227% |
| Annual Yield % from dividends | 2.15 | 2.02 | 106% |
| Returns for 1 year | 8.24 | 2.91 | 283% |
| Returns for 3 years | 36.31 | 15.81 | 230% |
| Returns for 5 years | 43.50 | 14.71 | 296% |
| Returns for 10 years | 68.54 | 29.19 | 235% |