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MBERX vs RLBEX
MBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEX
NYLI Balanced Class R6
Price$31.06
Change-$0.21 (-0.67%)
VolumeN/A
Net Assets438.56M
American Funds American Balanced R4
Price$35.57
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MBERX vs RLBEX Comparison Chart
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MBERX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 244B vs. MBERX (439M). MBERX pays higher dividends than RLBEX: MBERX (2.35) vs RLBEX (1.90). 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 : 5.25 vs. MBERX (4.79). RLBEX return over 5 years is better than : 38.29 vs. MBERX (16.56).
| 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 | 3.015 | 4.423 | 68% |
| 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 | 1.90 | 123% |
| Returns for 1 year | 4.79 | 5.25 | 91% |
| Returns for 3 years | 20.11 | 32.58 | 62% |
| Returns for 5 years | 16.56 | 38.29 | 43% |
| Returns for 10 years | N/A | 59.72 | - |
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