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MBERX vs RLBBX
MBERX vs RLBBX Comparison
Open Charts MBERX vs RLBBX
NYLI Balanced Class R6
Price$31.07
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets438.39M
American Funds American Balanced R2
Price$35.33
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.2B
MBERX vs RLBBX Comparison Chart in %
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MBERX vs. RLBBX commentary
Jun 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. MBERX (438M). MBERX pays higher dividends than RLBBX: MBERX (2.35) vs RLBBX (1.23). MBERX was incepted earlier than RLBBX: MBERX (8 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than MBERX (0.74). MBERX is a more actively managed with annual turnover of: 230.00 vs. RLBBX (44.00). 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 : 4.31 vs. RLBBX (3.72). RLBBX return over 5 years is better than : 33.19 vs. MBERX (15.92).
| MBERX | RLBBX | MBERX / RLBBX | |
| Total Expense Ratio | 0.74 | 1.32 | 56% |
| Annual Report Gross Expense Ratio | 0.74 | 1.32 | 56% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 3.048 | 4.023 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 438M | 244B | 0% |
| Annual Yield % from dividends | 2.35 | 1.23 | 191% |
| Returns for 1 year | 4.31 | 3.72 | 116% |
| Returns for 3 years | 20.11 | 29.76 | 68% |
| Returns for 5 years | 15.92 | 33.19 | 48% |
| Returns for 10 years | N/A | 50.34 | - |
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