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MBERX vs RLBBX
MBERX vs RLBBX Comparison
Open Charts MBERX vs RLBBX
NYLI Balanced Class R6
Price$33.04
Change+$0.29 (+0.89%)
VolumeN/A
Net Assets453.94M
American Funds American Balanced R2
Price$39.47
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
MBERX vs RLBBX Comparison Chart in %
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MBERX vs. RLBBX commentary
Dec 04, 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 MBERX is a StrongBuy and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. MBERX (454M). MBERX pays higher dividends than RLBBX: MBERX (2.17) vs RLBBX (1.07). MBERX was incepted earlier than RLBBX: MBERX (8 years) vs RLBBX (24 years). RLBBX (1.32) is less costly to investors than MBERX (0.74). MBERX is a more actively managed with annual turnover of: 230.00 vs. RLBBX (44.00). MBERX has a lower initial minimum investment than RLBBX: MBERX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 8.46 vs. MBERX (1.69). RLBBX return over 5 years is better than : 34.82 vs. MBERX (10.92).
| MBERX | RLBBX | MBERX / RLBBX | |
| Total Expense Ratio | 0.74 | 1.32 | 56% |
| Annual Report Gross Expense Ratio | 0.74 | 1.32 | 56% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 9.868 | 15.795 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 269B | 0% |
| Annual Yield % from dividends | 2.17 | 1.07 | 203% |
| Returns for 1 year | 1.69 | 8.46 | 20% |
| Returns for 3 years | 19.29 | 37.33 | 52% |
| Returns for 5 years | 10.92 | 34.82 | 31% |
| Returns for 10 years | N/A | 66.69 | - |
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