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MBNAX vs RLBAX
MBNAX vs RLBAX Comparison
Open Charts MBNAX vs RLBAX
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
MBNAX vs RLBAX Comparison Chart
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MBNAX vs. RLBAX commentary
Apr 04, 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 MBNAX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. MBNAX (443M). MBNAX pays higher dividends than RLBAX: MBNAX (2.03) vs RLBAX (1.27). MBNAX was incepted earlier than RLBAX: MBNAX (21 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than MBNAX (1.08). MBNAX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (171.00). RLBAX has a lower initial minimum investment than MBNAX: RLBAX (250) vs MBNAX (15000). MBNAX annual gain was more profitable for investors over the last year : 1.67 vs. RLBAX (0.57). RLBAX return over 5 years is better than : 41.60 vs. MBNAX (30.12).
| MBNAX | RLBAX | MBNAX / RLBAX | |
| Total Expense Ratio | 1.08 | 1.33 | 81% |
| Annual Report Gross Expense Ratio | 1.08 | 1.33 | 81% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 0.445 | -2.348 | -19% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 235B | 0% |
| Annual Yield % from dividends | 2.03 | 1.27 | 160% |
| Returns for 1 year | 1.67 | 0.57 | 293% |
| Returns for 3 years | 6.51 | 7.24 | 90% |
| Returns for 5 years | 30.12 | 41.60 | 72% |
| Returns for 10 years | 1.20 | 41.83 | 3% |
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