Interact to see
Advertisement
Advertisement
AFMBX vs RLBGX
AFMBX vs RLBGX Comparison
Open Charts AFMBX vs RLBGX
American Funds American Balanced F3
Price$37.16
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets253.63B
American Funds American Balanced R6
Price$37.61
Change+$0.41 (+1.10%)
VolumeN/A
Net Assets253.63B
AFMBX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFMBX vs. RLBGX commentary
Aug 23, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
AFMBX (254B) and RLBGX (254B) have equal amount of cash in the bank . AFMBX (2.13) and RLBGX (2.13) have matching dividends . AFMBX was incepted earlier than RLBGX: AFMBX (9 years) vs RLBGX (16 years). AFMBX (0.25) and RLBGX (0.25) have similar cost to investors . AFMBX (44.00) and RLBGX (44.00) have comparable annual turnover. RLBGX has a lower initial minimum investment than AFMBX: RLBGX (250) vs AFMBX (1000000). RLBGX annual gain was more profitable for investors over the last year : 8.37 vs. AFMBX (6.76). RLBGX (40.59) and AFMBX (39.35) have equivalent 5 years return.
| AFMBX | RLBGX | AFMBX / RLBGX | |
| Total Expense Ratio | 0.25 | 0.25 | 100% |
| Annual Report Gross Expense Ratio | 0.25 | 0.25 | 100% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 9.382 | 10.342 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 254B | 100% |
| Annual Yield % from dividends | 2.13 | 2.13 | 100% |
| Returns for 1 year | 6.76 | 8.37 | 81% |
| Returns for 3 years | 33.30 | 34.58 | 96% |
| Returns for 5 years | 39.35 | 40.59 | 97% |
| Returns for 10 years | N/A | 82.59 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement