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MBERX vs RLBEX
MBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEX
NYLI Balanced Class R6
Price$32.23
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets457.92M
American Funds American Balanced R4
Price$38.29
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
MBERX vs RLBEX Comparison Chart in %
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MBERX vs. RLBEX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. MBERX (458M). MBERX pays higher dividends than RLBEX: MBERX (2.31) vs RLBEX (1.92). MBERX was incepted earlier than RLBEX: MBERX (8 years) vs RLBEX (24 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 : 14.23 vs. MBERX (7.87). RLBEX return over 5 years is better than : 36.62 vs. MBERX (6.41).
| 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 | 24 years | - |
| Gain YTD | 1.897 | 2.352 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 270B | 0% |
| Annual Yield % from dividends | 2.31 | 1.92 | 120% |
| Returns for 1 year | 7.87 | 14.23 | 55% |
| Returns for 3 years | 18.35 | 37.77 | 49% |
| Returns for 5 years | 6.41 | 36.62 | 17% |
| Returns for 10 years | N/A | 91.52 | - |
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