American Funds American Balanced Fund® Class R-3
RLBCX
NASDAQ
| Weiss Ratings | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Hilda L. Applbaum (27), Alan Berro (20), Paul R. Benjamin (11), 8 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds American Balanced Fund® Class R-3 | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Jun 04, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.67% | |||
| Dividend | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.24% | |||
| Asset Allocation | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 6.15% | |||
| Stock | 58.07% | |||
| U.S. Stock | 47.58% | |||
| Non-U.S. Stock | 10.49% | |||
| Bond | 32.43% | |||
| U.S. Bond | 29.91% | |||
| Non-U.S. Bond | 2.52% | |||
| Preferred | 0.54% | |||
| Convertible | 0.00% | |||
| Other Net | 2.81% | |||
| Price History | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.10% | |||
| 30-Day Total Return | 5.40% | |||
| 60-Day Total Return | -0.02% | |||
| 90-Day Total Return | 1.46% | |||
| Year to Date Total Return | 3.92% | |||
| 1-Year Total Return | 27.65% | |||
| 2-Year Total Return | 37.13% | |||
| 3-Year Total Return | 54.59% | |||
| 5-Year Total Return | 52.41% | |||
| Price | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $38.60 | |||
| 1-Month Low NAV | $36.05 | |||
| 1-Month High NAV | $38.87 | |||
| 52-Week Low NAV | $32.71 | |||
| 52-Week Low NAV (Date) | Apr 22, 2025 | |||
| 52-Week High NAV | $39.94 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.68 | |||
| Standard Deviation | 8.73 | |||
| Balance Sheet | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 263.61B | |||
| Operating Ratios | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.89% | |||
| Turnover Ratio | 50.00% | |||
| Performance | RLBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 23.78% | |||
| Last Bear Market Total Return | -9.95% | |||