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MBERX vs RLBCX
MBERX vs RLBCX Comparison
Open Charts MBERX vs RLBCX
NYLI Balanced Class R6
Price$31.06
Change-$0.21 (-0.67%)
VolumeN/A
Net Assets438.56M
American Funds American Balanced R3
Price$35.41
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MBERX vs RLBCX Comparison Chart
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MBERX vs. RLBCX commentary
Jun 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 MBERX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 244B vs. MBERX (439M). MBERX pays higher dividends than RLBCX: MBERX (2.35) vs RLBCX (1.63). 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 (4.94) and MBERX (4.79) have marching annual gain over last year. RLBCX return over 5 years is better than : 36.51 vs. MBERX (16.56).
| 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 | 3.015 | 4.294 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 439M | 244B | 0% |
| Annual Yield % from dividends | 2.35 | 1.63 | 144% |
| Returns for 1 year | 4.79 | 4.94 | 97% |
| Returns for 3 years | 20.11 | 31.54 | 64% |
| Returns for 5 years | 16.56 | 36.51 | 45% |
| Returns for 10 years | N/A | 54.99 | - |
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