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MBERX vs RLBBX
MBERX vs RLBBX Comparison
Open Charts MBERX vs RLBBX
NYLI Balanced Class R6
Price$30.55
Change+$0.15 (+0.49%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$34.50
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
MBERX vs RLBBX Comparison Chart
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MBERX vs. RLBBX commentary
Dec 25, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 238B vs. MBERX (445M). 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 : 10.54 vs. MBERX (5.03). RLBBX return over 5 years is better than : 26.98 vs. MBERX (5.99).
| MBERX | RLBBX | MBERX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 4.501 | 10.091 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 238B | 0% |
| Annual Yield % from dividends | 2.37 | 1.58 | 150% |
| Returns for 1 year | 5.03 | 10.54 | 48% |
| Returns for 3 years | 6.85 | 7.97 | 86% |
| Returns for 5 years | 5.99 | 26.98 | 22% |
| Returns for 10 years | N/A | 46.97 | - |
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