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MBINX vs RLBAX
MBINX vs RLBAX Comparison
Open Charts MBINX vs RLBAX
NYLI Balanced Investor Class
Price$29.87
Change+$1.11 (+3.86%)
VolumeN/A
Net Assets426.77M
American Funds American Balanced R1
Price$33.15
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets228.54B
MBINX vs RLBAX Comparison Chart
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MBINX vs. RLBAX commentary
Apr 11, 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 MBINX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 229B vs. MBINX (427M). MBINX pays higher dividends than RLBAX: MBINX (1.76) vs RLBAX (1.27). MBINX was incepted earlier than RLBAX: MBINX (17 years) vs RLBAX (23 years). MBINX (1.45) is less costly to investors than RLBAX (1.33). MBINX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (171.00). RLBAX has a lower initial minimum investment than MBINX: RLBAX (250) vs MBINX (1000). MBINX annual gain was more profitable for investors over the last year : -3.29 vs. RLBAX (-4.32). RLBAX return over 5 years is better than : 26.13 vs. MBINX (11.64).
| MBINX | RLBAX | MBINX / RLBAX | |
| Total Expense Ratio | 1.34 | 1.33 | 101% |
| Annual Report Gross Expense Ratio | 1.45 | 1.33 | 109% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -4.313 | -7.147 | 60% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 229B | 0% |
| Annual Yield % from dividends | 1.76 | 1.27 | 139% |
| Returns for 1 year | -3.29 | -4.32 | 76% |
| Returns for 3 years | 0.92 | 3.14 | 29% |
| Returns for 5 years | 11.64 | 26.13 | 45% |
| Returns for 10 years | -5.12 | 34.16 | -15% |
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