RPBAX vs. VWELX
Compare and contrast key facts about T. Rowe Price Balanced Fund (RPBAX) and Vanguard Wellington Fund Investor Shares (VWELX).
RPBAX is managed by T. Rowe Price. It was launched on Dec 29, 1939. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPBAX or VWELX.
Correlation
The correlation between RPBAX and VWELX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
RPBAX vs. VWELX - Performance Comparison
Key characteristics
RPBAX:
0.73
VWELX:
0.03
RPBAX:
1.09
VWELX:
0.13
RPBAX:
1.15
VWELX:
1.02
RPBAX:
0.81
VWELX:
0.02
RPBAX:
3.72
VWELX:
0.07
RPBAX:
2.27%
VWELX:
6.24%
RPBAX:
11.62%
VWELX:
15.20%
RPBAX:
-40.32%
VWELX:
-38.77%
RPBAX:
-3.57%
VWELX:
-12.10%
Returns By Period
In the year-to-date period, RPBAX achieves a 0.53% return, which is significantly higher than VWELX's -2.11% return. Over the past 10 years, RPBAX has outperformed VWELX with an annualized return of 6.49%, while VWELX has yielded a comparatively lower 3.22% annualized return.
RPBAX
0.53%
-1.34%
-0.36%
8.92%
9.46%
6.49%
VWELX
-2.11%
-1.26%
-8.77%
0.87%
3.94%
3.22%
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RPBAX vs. VWELX - Expense Ratio Comparison
RPBAX has a 0.57% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
RPBAX vs. VWELX — Risk-Adjusted Performance Rank
RPBAX
VWELX
RPBAX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Balanced Fund (RPBAX) and Vanguard Wellington Fund Investor Shares (VWELX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
RPBAX vs. VWELX - Dividend Comparison
RPBAX's dividend yield for the trailing twelve months is around 7.25%, more than VWELX's 2.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPBAX T. Rowe Price Balanced Fund | 7.25% | 7.28% | 3.80% | 5.03% | 9.33% | 4.59% | 3.41% | 8.42% | 2.14% | 3.37% | 7.32% | 7.43% |
VWELX Vanguard Wellington Fund Investor Shares | 2.37% | 2.27% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% |
Drawdowns
RPBAX vs. VWELX - Drawdown Comparison
The maximum RPBAX drawdown since its inception was -40.32%, roughly equal to the maximum VWELX drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for RPBAX and VWELX. For additional features, visit the drawdowns tool.
Volatility
RPBAX vs. VWELX - Volatility Comparison
The current volatility for T. Rowe Price Balanced Fund (RPBAX) is 8.21%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 8.94%. This indicates that RPBAX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.