Interact to see
Advertisement
Advertisement
MBAIX vs RLBAX
MBAIX vs RLBAX Comparison
Open Charts MBAIX vs RLBAX
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
MBAIX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MBAIX vs. RLBAX commentary
Aug 18, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. MBAIX (446M). MBAIX pays higher dividends than RLBAX: MBAIX (2.22) vs RLBAX (1.17). 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 : 7.15 vs. MBAIX (3.25). RLBAX return over 5 years is better than : 33.77 vs. MBAIX (14.08).
| 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 | 5.912 | 9.243 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 256B | 0% |
| Annual Yield % from dividends | 2.22 | 1.17 | 190% |
| Returns for 1 year | 3.25 | 7.15 | 46% |
| Returns for 3 years | 13.95 | 27.06 | 52% |
| Returns for 5 years | 14.08 | 33.77 | 42% |
| Returns for 10 years | 10.13 | 59.12 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers