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MBERX vs RLBEX
MBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEX
NYLI Balanced Class R6
Price$31.24
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets439.98M
American Funds American Balanced R4
Price$36.74
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
MBERX vs RLBEX Comparison Chart in %
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MBERX vs. RLBEX commentary
Jul 18, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 251B vs. MBERX (440M). MBERX pays higher dividends than RLBEX: MBERX (2.30) vs RLBEX (1.83). MBERX was incepted earlier than RLBEX: MBERX (8 years) vs RLBEX (23 years). MBERX (0.74) is less costly to investors than RLBEX (0.59). MBERX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (44.00). MBERX has a lower initial minimum investment than RLBEX: MBERX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 5.65 vs. MBERX (1.97). RLBEX return over 5 years is better than : 38.58 vs. MBERX (15.69).
| MBERX | RLBEX | MBERX / RLBEX | |
| Total Expense Ratio | 0.74 | 0.59 | 125% |
| Annual Report Gross Expense Ratio | 0.74 | 0.59 | 125% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 4.216 | 7.858 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 440M | 251B | 0% |
| Annual Yield % from dividends | 2.30 | 1.83 | 126% |
| Returns for 1 year | 1.97 | 5.65 | 35% |
| Returns for 3 years | 19.35 | 35.22 | 55% |
| Returns for 5 years | 15.69 | 38.58 | 41% |
| Returns for 10 years | N/A | 63.99 | - |
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