Interact to see
Advertisement
Advertisement
MAMAX vs RLBFX
MAMAX vs RLBFX Comparison
Open Charts MAMAX vs RLBFX
MFS Moderate Allocation A
Price$19.99
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets6.32B
American Funds American Balanced R5
Price$35.60
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets241.02B
MAMAX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MAMAX vs. RLBFX commentary
Jun 03, 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 MAMAX is a Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. MAMAX (6.32B). MAMAX pays higher dividends than RLBFX: MAMAX (2.42) vs RLBFX (2.18). MAMAX was incepted earlier than RLBFX: MAMAX (23 years) vs RLBFX (23 years). MAMAX (0.90) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. MAMAX (4.00). RLBFX has a lower initial minimum investment than MAMAX: RLBFX (250) vs MAMAX (1000). RLBFX annual gain was more profitable for investors over the last year : 7.80 vs. MAMAX (3.81). RLBFX return over 5 years is better than : 37.05 vs. MAMAX (20.26).
| MAMAX | RLBFX | MAMAX / RLBFX | |
| Total Expense Ratio | 0.90 | 0.29 | 310% |
| Annual Report Gross Expense Ratio | 0.90 | 0.29 | 310% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 4.082 | 3.914 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 241B | 3% |
| Annual Yield % from dividends | 2.42 | 2.18 | 111% |
| Returns for 1 year | 3.81 | 7.80 | 49% |
| Returns for 3 years | 10.85 | 22.87 | 47% |
| Returns for 5 years | 20.26 | 37.05 | 55% |
| Returns for 10 years | 39.77 | 60.09 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers