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MBERX vs RLBEX
MBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEX
NYLI Balanced Class R6
Price$31.52
Change+$0.30 (+0.96%)
VolumeN/A
Net Assets447.69M
American Funds American Balanced R4
Price$35.17
Change+$0.32 (+0.92%)
VolumeN/A
Net Assets239.3B
MBERX vs RLBEX Comparison Chart
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MBERX vs. RLBEX commentary
Mar 01, 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 Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 239B vs. MBERX (448M). MBERX pays higher dividends than RLBEX: MBERX (2.37) vs RLBEX (2.24). MBERX was incepted earlier than RLBEX: MBERX (7 years) vs RLBEX (23 years). MBERX is a more actively managed with annual turnover of: 313.00 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 : 7.75 vs. MBERX (6.19). RLBEX return over 5 years is better than : 37.17 vs. MBERX (14.37).
| MBERX | RLBEX | MBERX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 2.630 | 1.692 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 448M | 239B | 0% |
| Annual Yield % from dividends | 2.37 | 2.24 | 106% |
| Returns for 1 year | 6.19 | 7.75 | 80% |
| Returns for 3 years | 11.27 | 15.60 | 72% |
| Returns for 5 years | 14.37 | 37.17 | 39% |
| Returns for 10 years | N/A | 53.27 | - |
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