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AFMBX vs RLBFX
AFMBX vs RLBFX Comparison
Open Charts AFMBX vs RLBFX
American Funds American Balanced F3
Price$37.81
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets257.73B
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
AFMBX vs RLBFX Comparison Chart in %
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AFMBX vs. RLBFX commentary
Sep 06, 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 AFMBX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
AFMBX (258B) and RLBFX (258B) have equal amount of cash in the bank . AFMBX (2.10) and RLBFX (2.05) have matching dividends . AFMBX was incepted earlier than RLBFX: AFMBX (9 years) vs RLBFX (23 years). RLBFX (0.29) is less costly to investors than AFMBX (0.25). AFMBX (44.00) and RLBFX (44.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than AFMBX: RLBFX (250) vs AFMBX (1000000). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. AFMBX (9.75). RLBFX (41.46) and AFMBX (41.01) have equivalent 5 years return.
| AFMBX | RLBFX | AFMBX / RLBFX | |
| Total Expense Ratio | 0.25 | 0.29 | 86% |
| Annual Report Gross Expense Ratio | 0.25 | 0.29 | 86% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 11.027 | 11.562 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 258B | 100% |
| Annual Yield % from dividends | 2.10 | 2.05 | 102% |
| Returns for 1 year | 9.75 | 10.28 | 95% |
| Returns for 3 years | 40.36 | 40.92 | 99% |
| Returns for 5 years | 41.01 | 41.46 | 99% |
| Returns for 10 years | N/A | 78.40 | - |
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