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MBAIX vs RLBAX
MBAIX vs RLBAX Comparison
Open Charts MBAIX vs RLBAX
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
MBAIX vs RLBAX Comparison Chart in %
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MBAIX vs. RLBAX commentary
Jul 07, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. MBAIX (446M). MBAIX pays higher dividends than RLBAX: MBAIX (2.22) vs RLBAX (1.18). 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 : 7.00 vs. MBAIX (6.23). RLBAX return over 5 years is better than : 37.04 vs. MBAIX (18.33).
| MBAIX | RLBAX | MBAIX / RLBAX | |
| Total Expense Ratio | 0.83 | 1.31 | 63% |
| Annual Report Gross Expense Ratio | 0.83 | 1.31 | 63% |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | 5.010 | 7.651 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 252B | 0% |
| Annual Yield % from dividends | 2.22 | 1.18 | 188% |
| Returns for 1 year | 6.23 | 7.00 | 89% |
| Returns for 3 years | 19.89 | 32.45 | 61% |
| Returns for 5 years | 18.33 | 37.04 | 49% |
| Returns for 10 years | 9.53 | 58.01 | 16% |
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