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MBERX vs RLBEX
MBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEX
NYLI Balanced Class R6
Price$31.75
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets454.94M
American Funds American Balanced R4
Price$39.66
Change-$0.50 (-1.25%)
VolumeN/A
Net Assets269.37B
MBERX vs RLBEX Comparison Chart in %
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MBERX vs. RLBEX commentary
Dec 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. MBERX (455M). MBERX pays higher dividends than RLBEX: MBERX (2.17) vs RLBEX (1.68). 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 : 10.62 vs. MBERX (4.28). RLBEX return over 5 years is better than : 40.75 vs. MBERX (8.70).
| 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 | 6.882 | 18.222 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 269B | 0% |
| Annual Yield % from dividends | 2.17 | 1.68 | 129% |
| Returns for 1 year | 4.28 | 10.62 | 40% |
| Returns for 3 years | 17.71 | 43.81 | 40% |
| Returns for 5 years | 8.70 | 40.75 | 21% |
| Returns for 10 years | N/A | 83.03 | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TOUS | 34.72 | 0.16 | +0.46% |
| T. Rowe Price International Equity ETF | |||
| PRIV | 25.48 | N/A | +0.02% |
| SPDR SSGA Apollo IG Public & Private Credit ETF | |||
| VMAX | 54.08 | N/A | N/A |
| Hartford US Value ETF | |||
| SDFI | 35.84 | N/A | N/A |
| AB Short Duration Income ETF | |||
| MUE | 10.02 | -0.02 | -0.20% |
| Blackrock Muniholdings Quality Fund II | |||