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AFMBX vs RLBFX
AFMBX vs RLBFX Comparison
Open Charts AFMBX vs RLBFX
American Funds American Balanced F3
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
American Funds American Balanced R5
Price$38.57
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
AFMBX vs RLBFX Comparison Chart in %
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AFMBX vs. RLBFX commentary
Sep 28, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
AFMBX (263B) and RLBFX (262B) 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). AFMBX (8.47) and RLBFX (8.42) have marching annual gain over last year. AFMBX (46.56) and RLBFX (46.33) 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 | 13.432 | 13.390 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 262B | 100% |
| Annual Yield % from dividends | 2.10 | 2.05 | 102% |
| Returns for 1 year | 8.47 | 8.42 | 101% |
| Returns for 3 years | 52.79 | 52.65 | 100% |
| Returns for 5 years | 46.56 | 46.33 | 100% |
| Returns for 10 years | N/A | 86.14 | - |