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MBERX vs RLBBX
MBERX vs RLBBX Comparison
Open Charts MBERX vs RLBBX
NYLI Balanced Class R6
Price$30.20
Change+$0.28 (+0.94%)
VolumeN/A
Net Assets424.23M
American Funds American Balanced R2
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
MBERX vs RLBBX Comparison Chart
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MBERX vs. RLBBX commentary
Apr 25, 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 StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 227B vs. MBERX (424M). 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). RLBBX annual gain was more profitable for investors over the last year : 3.40 vs. MBERX (3.08). RLBBX return over 5 years is better than : 31.54 vs. MBERX (20.76).
| 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 | 0.163 | -1.755 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 227B | 0% |
| Annual Yield % from dividends | 2.35 | 1.27 | 185% |
| Returns for 1 year | 3.08 | 3.40 | 91% |
| Returns for 3 years | 9.26 | 12.44 | 74% |
| Returns for 5 years | 20.76 | 31.54 | 66% |
| Returns for 10 years | N/A | 41.09 | - |
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