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MBERX
Price
$32.80
Change
+$0.14 (+0.43%)
Updated
Nov 22 closing price
RLBBX
Price
$36.20
Change
+$0.11 (+0.30%)
Updated
Nov 22 closing price
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MBERX vs RLBBX

Header iconMBERX vs RLBBX Comparison
Open Charts MBERX vs RLBBXBanner chart's image
NYLI Balanced Class R6
Price$32.80
Change+$0.14 (+0.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$36.20
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
MBERX vs RLBBX Comparison Chart
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MBERX vs. RLBBX commentary
Nov 23, 2024

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 Buy and RLBBX is a StrongBuy.

FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 238B vs. MBERX (466M). MBERX pays higher dividends than RLBBX: MBERX (2.37) vs RLBBX (1.58). MBERX was incepted earlier than RLBBX: MBERX (7 years) vs RLBBX (23 years). MBERX is a more actively managed with annual turnover of: 313.00 vs. RLBBX (171.00). MBERX has a lower initial minimum investment than RLBBX: MBERX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 20.24 vs. MBERX (17.51). RLBBX return over 5 years is better than : 32.71 vs. MBERX (12.93).
MBERXRLBBXMBERX / RLBBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years23 years-
Gain YTD11.83914.51682%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets466M238B0%
Annual Yield % from dividends2.371.58150%
Returns for 1 year17.5120.2487%
Returns for 3 years-6.5510.55-62%
Returns for 5 years12.9332.7140%
Returns for 10 yearsN/A45.27-
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