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RLBGX vs VWELX
RLBGX vs VWELX Comparison
Open Charts RLBGX vs VWELX
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Vanguard Wellington™ I
Price$44.07
Change-$0.40 (-0.90%)
VolumeN/A
Net Assets110.88B
RLBGX vs VWELX Comparison Chart
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RLBGX vs. VWELX commentary
Jun 15, 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: 244B vs. VWELX (111B). RLBGX pays higher dividends than VWELX: RLBGX (2.23) vs VWELX (2.09). 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 : 5.63 vs. VWELX (0.15). RLBGX return over 5 years is better than : 40.35 vs. VWELX (12.13).
| 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 | 4.592 | 3.248 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 111B | 220% |
| Annual Yield % from dividends | 2.23 | 2.09 | 107% |
| Returns for 1 year | 5.63 | 0.15 | 3,695% |
| Returns for 3 years | 33.78 | 15.23 | 222% |
| Returns for 5 years | 40.35 | 12.13 | 333% |
| Returns for 10 years | 60.87 | 22.90 | 266% |