Interact to see
Advertisement
Advertisement
MBERX vs RLBEX
MBERX vs RLBEX Comparison
Open Charts MBERX vs RLBEX
NYLI Balanced Class R6
Price$32.40
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets450.96M
American Funds American Balanced R4
Price$38.96
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
MBERX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MBERX vs. RLBEX commentary
Oct 08, 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: 266B vs. MBERX (451M). MBERX pays higher dividends than RLBEX: MBERX (2.22) vs RLBEX (1.74). 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 : 9.60 vs. MBERX (3.11). RLBEX return over 5 years is better than : 43.58 vs. MBERX (16.95).
| 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 | 8.694 | 14.690 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 266B | 0% |
| Annual Yield % from dividends | 2.22 | 1.74 | 128% |
| Returns for 1 year | 3.11 | 9.60 | 32% |
| Returns for 3 years | 28.12 | 51.48 | 55% |
| Returns for 5 years | 16.95 | 43.58 | 39% |
| Returns for 10 years | N/A | 79.24 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement