Ad is loading...
MBERX vs RLBEX
MBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEX
NYLI Balanced Class R6
Price$30.31
Change-$0.70 (-2.26%)
VolumeN/A
Net Assets443.15M
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
MBERX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MBERX vs. RLBEX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B vs. MBERX (443M). 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). MBERX annual gain was more profitable for investors over the last year : 2.03 vs. RLBEX (1.35). RLBEX return over 5 years is better than : 46.09 vs. MBERX (32.19).
| 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 | 0.527 | -2.180 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 235B | 0% |
| Annual Yield % from dividends | 2.35 | 1.97 | 119% |
| Returns for 1 year | 2.03 | 1.35 | 150% |
| Returns for 3 years | 7.63 | 9.13 | 84% |
| Returns for 5 years | 32.19 | 46.09 | 70% |
| Returns for 10 years | N/A | 49.74 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...