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AFMBX vs RLBGX
AFMBX vs RLBGX Comparison
Open Charts AFMBX vs RLBGX
American Funds American Balanced F3
Price$34.07
Change-$0.61 (-1.76%)
VolumeN/A
Net Assets237.28B
American Funds American Balanced R6
Price$34.11
Change-$0.60 (-1.73%)
VolumeN/A
Net Assets237.28B
AFMBX vs RLBGX Comparison Chart
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AFMBX vs. RLBGX commentary
Mar 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 Hold and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
AFMBX (237B) and RLBGX (237B) have equal amount of cash in the bank . AFMBX (2.24) and RLBGX (2.24) 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 (4.62) and AFMBX (4.60) have marching annual gain over last year. RLBGX (42.84) and AFMBX (42.79) 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 | -0.336 | -0.306 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 237B | 100% |
| Annual Yield % from dividends | 2.24 | 2.24 | 100% |
| Returns for 1 year | 4.60 | 4.62 | 99% |
| Returns for 3 years | 16.19 | 16.24 | 100% |
| Returns for 5 years | 42.79 | 42.84 | 100% |
| Returns for 10 years | N/A | 55.07 | - |
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