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MBERX vs RLBCX
MBERX vs RLBCX Comparison
Open Charts MBERX vs RLBCX
NYLI Balanced Class R6
Price$31.49
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets446.37M
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MBERX vs RLBCX Comparison Chart in %
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MBERX vs. RLBCX commentary
Jul 06, 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. MBERX (446M). MBERX pays higher dividends than RLBCX: MBERX (2.30) vs RLBCX (1.57). MBERX was incepted earlier than RLBCX: MBERX (8 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than MBERX (0.74). MBERX is a more actively managed with annual turnover of: 230.00 vs. RLBCX (44.00). MBERX has a lower initial minimum investment than RLBCX: MBERX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 7.52 vs. MBERX (6.31). RLBCX return over 5 years is better than : 39.59 vs. MBERX (18.82).
| MBERX | RLBCX | MBERX / RLBCX | |
| Total Expense Ratio | 0.74 | 0.89 | 83% |
| Annual Report Gross Expense Ratio | 0.74 | 0.89 | 83% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 5.050 | 7.917 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 252B | 0% |
| Annual Yield % from dividends | 2.30 | 1.57 | 147% |
| Returns for 1 year | 6.31 | 7.52 | 84% |
| Returns for 3 years | 20.18 | 34.01 | 59% |
| Returns for 5 years | 18.82 | 39.59 | 48% |
| Returns for 10 years | N/A | 62.14 | - |
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