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MBERX vs RLBEX
MBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEX
NYLI Balanced Class R6
Price$30.20
Change+$0.28 (+0.94%)
VolumeN/A
Net Assets424.23M
American Funds American Balanced R4
Price$33.64
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
MBERX vs RLBEX Comparison Chart
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MBERX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 227B vs. MBERX (424M). MBERX pays higher dividends than RLBEX: MBERX (2.35) vs RLBEX (1.97). MBERX was incepted earlier than RLBEX: MBERX (7 years) vs RLBEX (23 years). MBERX (0.74) is less costly to investors than RLBEX (0.60). MBERX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (171.00). 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 : 4.15 vs. MBERX (3.08). RLBEX return over 5 years is better than : 35.73 vs. MBERX (20.76).
| MBERX | RLBEX | MBERX / RLBEX | |
| Total Expense Ratio | 0.74 | 0.60 | 123% |
| Annual Report Gross Expense Ratio | 0.74 | 0.60 | 123% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 0.163 | -1.536 | -11% |
| 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 | 1.97 | 119% |
| Returns for 1 year | 3.08 | 4.15 | 74% |
| Returns for 3 years | 9.26 | 14.44 | 64% |
| Returns for 5 years | 20.76 | 35.73 | 58% |
| Returns for 10 years | N/A | 48.99 | - |
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