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MBERX vs RLBEX
MBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEX
NYLI Balanced Class R6
Price$31.39
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets441.82M
American Funds American Balanced R4
Price$36.99
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
MBERX vs RLBEX Comparison Chart in %
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MBERX vs. RLBEX commentary
Aug 07, 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: 252B vs. MBERX (442M). MBERX pays higher dividends than RLBEX: MBERX (2.30) vs RLBEX (1.81). 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 : 10.77 vs. MBERX (4.52). RLBEX return over 5 years is better than : 36.60 vs. MBERX (13.71).
| 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 | 4.717 | 8.592 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 252B | 0% |
| Annual Yield % from dividends | 2.30 | 1.81 | 127% |
| Returns for 1 year | 4.52 | 10.77 | 42% |
| Returns for 3 years | 16.05 | 31.19 | 51% |
| Returns for 5 years | 13.71 | 36.60 | 37% |
| Returns for 10 years | N/A | 66.90 | - |
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