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AFMBX vs RLBFX
AFMBX vs RLBFX Comparison
Open Charts AFMBX vs RLBFX
American Funds American Balanced F3
Price$39.00
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
AFMBX vs RLBFX Comparison Chart in %
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AFMBX vs. RLBFX commentary
Oct 19, 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 (265B) and RLBFX (265B) have equal amount of cash in the bank . AFMBX (2.05) and RLBFX (2.00) 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). AFMBX (9.09) and RLBFX (9.05) have marching annual gain over last year. AFMBX (44.17) and RLBFX (43.90) 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 | 14.935 | 14.890 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 265B | 100% |
| Annual Yield % from dividends | 2.05 | 2.00 | 102% |
| Returns for 1 year | 9.09 | 9.05 | 100% |
| Returns for 3 years | 52.04 | 51.85 | 100% |
| Returns for 5 years | 44.17 | 43.90 | 101% |
| Returns for 10 years | N/A | 78.80 | - |
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