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MBERX vs RLBEX
MBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEX
NYLI Balanced Class R6
Price$31.04
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets438.05M
American Funds American Balanced R4
Price$35.61
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets244.53B
MBERX vs RLBEX Comparison Chart in %
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MBERX vs. RLBEX commentary
Jun 20, 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: 245B vs. MBERX (438M). MBERX pays higher dividends than RLBEX: MBERX (2.35) vs RLBEX (1.90). 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). MBERX (4.52) and RLBEX (4.46) have marching annual gain over last year. RLBEX return over 5 years is better than : 37.61 vs. MBERX (15.81).
| 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 | 2.949 | 4.541 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 438M | 245B | 0% |
| Annual Yield % from dividends | 2.35 | 1.90 | 123% |
| Returns for 1 year | 4.52 | 4.46 | 101% |
| Returns for 3 years | 21.83 | 34.25 | 64% |
| Returns for 5 years | 15.81 | 37.61 | 42% |
| Returns for 10 years | N/A | 59.58 | - |
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