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AFMBX vs RLBGX
AFMBX vs RLBGX Comparison
Open Charts AFMBX vs RLBGX
American Funds American Balanced F3
Price$33.46
Change+$1.63 (+5.12%)
VolumeN/A
Net Assets217.49B
American Funds American Balanced R6
Price$33.49
Change+$1.63 (+5.12%)
VolumeN/A
Net Assets217.49B
AFMBX vs RLBGX Comparison Chart
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AFMBX vs. RLBGX commentary
Apr 11, 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 (217B) and RLBGX (217B) have equal amount of cash in the bank . AFMBX (2.31) 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 (171.00) and RLBGX (171.00) have comparable annual turnover. RLBGX has a lower initial minimum investment than AFMBX: RLBGX (250) vs AFMBX (1000000). RLBGX (-3.25) and AFMBX (-3.25) have marching annual gain over last year. RLBGX (32.03) and AFMBX (32.01) 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 | -6.888 | -6.882 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 217B | 100% |
| Annual Yield % from dividends | 2.31 | 2.31 | 100% |
| Returns for 1 year | -3.25 | -3.25 | 100% |
| Returns for 3 years | 5.85 | 5.85 | 100% |
| Returns for 5 years | 32.01 | 32.03 | 100% |
| Returns for 10 years | N/A | 42.65 | - |