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AFMBX vs RLBCX
AFMBX vs RLBCX Comparison
Open Charts AFMBX vs RLBCX
American Funds American Balanced F3
Price$36.50
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets250.05B
American Funds American Balanced R3
Price$36.28
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets250.05B
AFMBX vs RLBCX Comparison Chart in %
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AFMBX vs. RLBCX commentary
Jun 30, 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 (250B) and RLBCX (250B) have equal amount of cash in the bank . AFMBX pays higher dividends than RLBCX: AFMBX (2.23) vs RLBCX (1.63). 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 : 7.97 vs. RLBCX (7.24). AFMBX return over 5 years is better than : 45.11 vs. RLBCX (41.21).
| 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 | 7.180 | 6.857 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 250B | 100% |
| Annual Yield % from dividends | 2.23 | 1.63 | 136% |
| Returns for 1 year | 7.97 | 7.24 | 110% |
| Returns for 3 years | 35.31 | 33.02 | 107% |
| Returns for 5 years | 45.11 | 41.21 | 109% |
| Returns for 10 years | N/A | 61.08 | - |
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