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MBERX vs RLBEX
MBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEX
NYLI Balanced Class R6
Price$32.34
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets450.68M
American Funds American Balanced R4
Price$38.56
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
MBERX vs RLBEX Comparison Chart in %
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MBERX vs. RLBEX commentary
Sep 17, 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: 263B vs. MBERX (451M). MBERX pays higher dividends than RLBEX: MBERX (2.24) vs RLBEX (1.79). 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 : 9.50 vs. MBERX (2.81). RLBEX return over 5 years is better than : 42.50 vs. MBERX (16.54).
| 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 | 7.886 | 13.201 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 263B | 0% |
| Annual Yield % from dividends | 2.24 | 1.79 | 126% |
| Returns for 1 year | 2.81 | 9.50 | 30% |
| Returns for 3 years | 22.99 | 43.24 | 53% |
| Returns for 5 years | 16.54 | 42.50 | 39% |
| Returns for 10 years | N/A | 81.53 | - |
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