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AFMBX vs RLBGX
AFMBX vs RLBGX Comparison
Open Charts AFMBX vs RLBGX
American Funds American Balanced F3
Price$34.37
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
American Funds American Balanced R6
Price$34.40
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
AFMBX vs RLBGX Comparison Chart
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AFMBX vs. RLBGX commentary
May 09, 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 (234B) and RLBGX (234B) have equal amount of cash in the bank . AFMBX (2.32) and RLBGX (2.31) have matching dividends . AFMBX was incepted earlier than RLBGX: AFMBX (8 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). AFMBX (5.09) and RLBGX (5.09) have marching annual gain over last year. RLBGX (38.70) and AFMBX (38.69) 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 | 8 years | 16 years | - |
| Gain YTD | 0.542 | 0.541 | 100% |
| 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 | 2.31 | 100% |
| Returns for 1 year | 5.09 | 5.09 | 100% |
| Returns for 3 years | 22.86 | 22.88 | 100% |
| Returns for 5 years | 38.69 | 38.70 | 100% |
| Returns for 10 years | N/A | 53.65 | - |
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