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AFMBX vs RLBFX
AFMBX vs RLBFX Comparison
Open Charts AFMBX vs RLBFX
American Funds American Balanced F3
Price$36.13
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.20
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
AFMBX vs RLBFX Comparison Chart
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AFMBX vs. RLBFX commentary
Nov 17, 2024
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 StrongBuy and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AFMBX (236B) and RLBFX (236B) have equal amount of cash in the bank . AFMBX (2.55) and RLBFX (2.50) have matching dividends . AFMBX was incepted earlier than RLBFX: AFMBX (8 years) vs RLBFX (23 years). AFMBX (171.00) and RLBFX (171.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than AFMBX: RLBFX (250) vs AFMBX (1000000). AFMBX (21.26) and RLBFX (21.23) have marching annual gain over last year. AFMBX (36.73) and RLBFX (36.52) have equivalent 5 years return.
| AFMBX | RLBFX | AFMBX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 14.367 | 14.331 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 236B | 100% |
| Annual Yield % from dividends | 2.55 | 2.50 | 102% |
| Returns for 1 year | 21.26 | 21.23 | 100% |
| Returns for 3 years | 11.28 | 11.20 | 101% |
| Returns for 5 years | 36.73 | 36.52 | 101% |
| Returns for 10 years | N/A | 53.14 | - |
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