MBAIX
Price
$32.23
Change
+$0.15 (+0.47%)
Updated
Oct 14 closing price
Net Assets
448.13M
RLBAX
Price
$38.52
Change
-$0.01 (-0.03%)
Updated
Oct 14 closing price
Net Assets
265.18B
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MBAIX vs RLBAX

Header iconMBAIX vs RLBAX Comparison
Open Charts MBAIX vs RLBAXBanner chart's image
NYLI Balanced
Price$32.23
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets448.13M
American Funds American Balanced R1
Price$38.52
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets265.18B
MBAIX vs RLBAX Comparison Chart in %
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MBAIX vs. RLBAX commentary
Oct 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 MBAIX is a Hold and RLBAX is a Hold.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. MBAIX (448M). MBAIX pays higher dividends than RLBAX: MBAIX (2.14) vs RLBAX (1.10). MBAIX was incepted earlier than RLBAX: MBAIX (36 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than MBAIX (0.83). MBAIX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than MBAIX: RLBAX (250) vs MBAIX (1000000). RLBAX annual gain was more profitable for investors over the last year : 7.33 vs. MBAIX (1.88). RLBAX return over 5 years is better than : 37.38 vs. MBAIX (14.88).
MBAIXRLBAXMBAIX / RLBAX
Total Expense Ratio0.831.3163%
Annual Report Gross Expense Ratio0.831.3163%
Fund Existence36 years23 years-
Gain YTD8.19513.65260%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets448M265B0%
Annual Yield % from dividends2.141.10194%
Returns for 1 year1.887.3326%
Returns for 3 years28.3050.1156%
Returns for 5 years14.8837.3840%
Returns for 10 years14.7567.0922%
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