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MBERX vs RLBFX
MBERX vs RLBFX Comparison
Open Charts MBERX vs RLBFX
NYLI Balanced Class R6
Price$32.29
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets449.4M
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MBERX vs RLBFX Comparison Chart in %
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MBERX vs. RLBFX commentary
Sep 09, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. MBERX (449M). MBERX pays higher dividends than RLBFX: MBERX (2.24) vs RLBFX (2.05). 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 : 10.28 vs. MBERX (3.62). RLBFX return over 5 years is better than : 41.46 vs. MBERX (16.53).
| 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 | 7.519 | 11.562 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 259B | 0% |
| Annual Yield % from dividends | 2.24 | 2.05 | 110% |
| Returns for 1 year | 3.62 | 10.28 | 35% |
| Returns for 3 years | 22.14 | 40.92 | 54% |
| Returns for 5 years | 16.53 | 41.46 | 40% |
| Returns for 10 years | N/A | 78.40 | - |
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