Interact to see
Advertisement
Advertisement
AFMBX vs RLBGX
AFMBX vs RLBGX Comparison
Open Charts AFMBX vs RLBGX
American Funds American Balanced F3
Price$35.62
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
AFMBX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFMBX vs. RLBGX commentary
Jun 16, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
AFMBX (244B) and RLBGX (244B) have equal amount of cash in the bank . AFMBX (2.23) and RLBGX (2.23) have matching dividends . AFMBX was incepted earlier than RLBGX: AFMBX (8 years) vs RLBGX (16 years). AFMBX (0.25) and RLBGX (0.25) have similar cost to investors . AFMBX (44.00) and RLBGX (44.00) have comparable annual turnover. RLBGX has a lower initial minimum investment than AFMBX: RLBGX (250) vs AFMBX (1000000). AFMBX (5.64) and RLBGX (5.63) have marching annual gain over last year. RLBGX (40.35) and AFMBX (40.34) have equivalent 5 years return.
| AFMBX | RLBGX | AFMBX / RLBGX | |
| Total Expense Ratio | 0.25 | 0.25 | 100% |
| Annual Report Gross Expense Ratio | 0.25 | 0.25 | 100% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 4.596 | 4.592 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 244B | 100% |
| Annual Yield % from dividends | 2.23 | 2.23 | 100% |
| Returns for 1 year | 5.64 | 5.63 | 100% |
| Returns for 3 years | 33.82 | 33.78 | 100% |
| Returns for 5 years | 40.34 | 40.35 | 100% |
| Returns for 10 years | N/A | 60.87 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement