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MBERX vs RLBFX
MBERX vs RLBFX Comparison
Open Charts MBERX vs RLBFX
NYLI Balanced Class R6
Price$31.49
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets446.37M
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MBERX vs RLBFX Comparison Chart in %
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MBERX vs. RLBFX commentary
Jul 06, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. MBERX (446M). MBERX pays higher dividends than RLBFX: MBERX (2.30) vs RLBFX (2.10). MBERX was incepted earlier than RLBFX: MBERX (8 years) vs RLBFX (23 years). MBERX (0.74) is less costly to investors than RLBFX (0.29). MBERX is a more actively managed with annual turnover of: 230.00 vs. RLBFX (44.00). MBERX has a lower initial minimum investment than RLBFX: MBERX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 8.18 vs. MBERX (6.31). RLBFX return over 5 years is better than : 43.24 vs. MBERX (18.82).
| MBERX | RLBFX | MBERX / RLBFX | |
| Total Expense Ratio | 0.74 | 0.29 | 255% |
| Annual Report Gross Expense Ratio | 0.74 | 0.29 | 255% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 5.050 | 8.222 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 252B | 0% |
| Annual Yield % from dividends | 2.30 | 2.10 | 110% |
| Returns for 1 year | 6.31 | 8.18 | 77% |
| Returns for 3 years | 20.18 | 36.13 | 56% |
| Returns for 5 years | 18.82 | 43.24 | 44% |
| Returns for 10 years | N/A | 68.15 | - |
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