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MBERX vs RLBBX
MBERX vs RLBBX Comparison
Open Charts MBERX vs RLBBX
NYLI Balanced Class R6
Price$30.31
Change-$0.70 (-2.26%)
VolumeN/A
Net Assets443.15M
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
MBERX vs RLBBX Comparison Chart
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MBERX vs. RLBBX commentary
Apr 04, 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 MBERX is a Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. MBERX (443M). MBERX pays higher dividends than RLBBX: MBERX (2.35) vs RLBBX (1.27). MBERX was incepted earlier than RLBBX: MBERX (7 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than MBERX (0.74). MBERX is a more actively managed with annual turnover of: 230.00 vs. RLBBX (171.00). MBERX has a lower initial minimum investment than RLBBX: MBERX (0) vs RLBBX (250). MBERX annual gain was more profitable for investors over the last year : 2.03 vs. RLBBX (0.60). RLBBX return over 5 years is better than : 41.66 vs. MBERX (32.19).
| MBERX | RLBBX | MBERX / RLBBX | |
| Total Expense Ratio | 0.74 | 1.33 | 56% |
| Annual Report Gross Expense Ratio | 0.74 | 1.33 | 56% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 0.527 | -2.343 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 235B | 0% |
| Annual Yield % from dividends | 2.35 | 1.27 | 185% |
| Returns for 1 year | 2.03 | 0.60 | 339% |
| Returns for 3 years | 7.63 | 7.26 | 105% |
| Returns for 5 years | 32.19 | 41.66 | 77% |
| Returns for 10 years | N/A | 41.83 | - |
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