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AFMBX vs RLBCX
AFMBX vs RLBCX Comparison
Open Charts AFMBX vs RLBCX
American Funds American Balanced F3
Price$34.34
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
American Funds American Balanced R3
Price$34.11
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
AFMBX vs RLBCX Comparison Chart
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AFMBX vs. RLBCX commentary
May 10, 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 AFMBX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
AFMBX (234B) and RLBCX (234B) have equal amount of cash in the bank . AFMBX pays higher dividends than RLBCX: AFMBX (2.32) vs RLBCX (1.70). AFMBX was incepted earlier than RLBCX: AFMBX (8 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than AFMBX (0.25). AFMBX (44.00) and RLBCX (44.00) have comparable annual turnover. RLBCX has a lower initial minimum investment than AFMBX: RLBCX (250) vs AFMBX (1000000). AFMBX annual gain was more profitable for investors over the last year : 4.56 vs. RLBCX (3.86). AFMBX return over 5 years is better than : 38.57 vs. RLBCX (34.81).
| AFMBX | RLBCX | AFMBX / RLBCX | |
| Total Expense Ratio | 0.25 | 0.89 | 28% |
| Annual Report Gross Expense Ratio | 0.25 | 0.89 | 28% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.454 | 0.235 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 234B | 100% |
| Annual Yield % from dividends | 2.32 | 1.70 | 137% |
| Returns for 1 year | 4.56 | 3.86 | 118% |
| Returns for 3 years | 22.55 | 20.64 | 109% |
| Returns for 5 years | 38.57 | 34.81 | 111% |
| Returns for 10 years | N/A | 48.19 | - |
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