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AFMBX vs RLBGX
AFMBX vs RLBGX Comparison
Open Charts AFMBX vs RLBGX
American Funds American Balanced F3
Price$35.76
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
American Funds American Balanced R6
Price$35.80
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
AFMBX vs RLBGX Comparison Chart
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AFMBX vs. RLBGX commentary
Jun 06, 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 (244B) and RLBGX (244B) have equal amount of cash in the bank . AFMBX (2.23) and RLBGX (2.23) 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). RLBGX (7.34) and AFMBX (7.31) have marching annual gain over last year. RLBGX (36.58) and AFMBX (36.53) 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 | 4.725 | 4.750 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 244B | 100% |
| Annual Yield % from dividends | 2.23 | 2.23 | 100% |
| Returns for 1 year | 7.31 | 7.34 | 100% |
| Returns for 3 years | 24.00 | 24.05 | 100% |
| Returns for 5 years | 36.53 | 36.58 | 100% |
| Returns for 10 years | N/A | 62.29 | - |
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