MBERX
Price
$32.13
Change
+$0.07 (+0.22%)
Updated
Oct 17 closing price
Net Assets
446.34M
RLBEX
Price
$38.94
Change
+$0.04 (+0.10%)
Updated
Oct 17 closing price
Net Assets
265.37B
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MBERX vs RLBEX

Header iconMBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEXBanner chart's image
NYLI Balanced Class R6
Price$32.13
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets446.34M
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
MBERX vs RLBEX Comparison Chart in %
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MBERX vs. RLBEX commentary
Oct 19, 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.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 265B vs. MBERX (446M). MBERX pays higher dividends than RLBEX: MBERX (2.22) vs RLBEX (1.74). 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 : 8.70 vs. MBERX (1.52). RLBEX return over 5 years is better than : 42.04 vs. MBERX (14.89).
MBERXRLBEXMBERX / RLBEX
Total Expense Ratio0.740.59125%
Annual Report Gross Expense Ratio0.740.59125%
Fund Existence8 years23 years-
Gain YTD7.78814.63153%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets446M265B0%
Annual Yield % from dividends2.221.74128%
Returns for 1 year1.528.7018%
Returns for 3 years25.1750.5250%
Returns for 5 years14.8942.0435%
Returns for 10 yearsN/A77.69-
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