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MBERX vs RLBFX
MBERX vs RLBFX Comparison
Open Charts MBERX vs RLBFX
NYLI Balanced Class R6
Price$31.06
Change-$0.21 (-0.67%)
VolumeN/A
Net Assets438.56M
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MBERX vs RLBFX Comparison Chart
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MBERX vs. RLBFX commentary
Jun 16, 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: 244B vs. MBERX (439M). MBERX pays higher dividends than RLBFX: MBERX (2.35) vs RLBFX (2.18). 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 : 5.61 vs. MBERX (4.79). RLBFX return over 5 years is better than : 40.09 vs. MBERX (16.56).
| 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 | 3.015 | 4.560 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 439M | 244B | 0% |
| Annual Yield % from dividends | 2.35 | 2.18 | 108% |
| Returns for 1 year | 4.79 | 5.61 | 85% |
| Returns for 3 years | 20.11 | 33.66 | 60% |
| Returns for 5 years | 16.56 | 40.09 | 41% |
| Returns for 10 years | N/A | 60.51 | - |
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