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MBERX vs RLBEX
MBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEX
NYLI Balanced Class R6
Price$32.29
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets449.4M
American Funds American Balanced R4
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MBERX vs RLBEX Comparison Chart in %
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MBERX vs. RLBEX commentary
Sep 09, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 259B vs. MBERX (449M). MBERX pays higher dividends than RLBEX: MBERX (2.24) vs RLBEX (1.79). MBERX was incepted earlier than RLBEX: MBERX (8 years) vs RLBEX (23 years). MBERX (0.74) is less costly to investors than RLBEX (0.59). MBERX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (44.00). MBERX has a lower initial minimum investment than RLBEX: MBERX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 9.94 vs. MBERX (3.62). RLBEX return over 5 years is better than : 39.68 vs. MBERX (16.53).
| MBERX | RLBEX | MBERX / RLBEX | |
| Total Expense Ratio | 0.74 | 0.59 | 125% |
| Annual Report Gross Expense Ratio | 0.74 | 0.59 | 125% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 7.519 | 11.352 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 259B | 0% |
| Annual Yield % from dividends | 2.24 | 1.79 | 126% |
| Returns for 1 year | 3.62 | 9.94 | 36% |
| Returns for 3 years | 22.14 | 39.85 | 56% |
| Returns for 5 years | 16.53 | 39.68 | 42% |
| Returns for 10 years | N/A | 77.45 | - |
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