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MAMAX vs RLBGX
MAMAX vs RLBGX Comparison
Open Charts MAMAX vs RLBGX
MFS Moderate Allocation A
Price$19.54
Change+$0.16 (+0.83%)
VolumeN/A
Net Assets6.32B
American Funds American Balanced R6
Price$34.47
Change+$0.30 (+0.88%)
VolumeN/A
Net Assets234.89B
MAMAX vs RLBGX Comparison Chart
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MAMAX vs. RLBGX commentary
May 05, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 235B vs. MAMAX (6.32B). MAMAX pays higher dividends than RLBGX: MAMAX (2.49) vs RLBGX (2.31). MAMAX was incepted earlier than RLBGX: MAMAX (23 years) vs RLBGX (16 years). MAMAX (0.90) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. MAMAX (4.00). RLBGX has a lower initial minimum investment than MAMAX: RLBGX (250) vs MAMAX (1000). RLBGX annual gain was more profitable for investors over the last year : 7.32 vs. MAMAX (3.84). RLBGX return over 5 years is better than : 41.07 vs. MAMAX (27.32).
| MAMAX | RLBGX | MAMAX / RLBGX | |
| Total Expense Ratio | 0.90 | 0.25 | 360% |
| Annual Report Gross Expense Ratio | 0.90 | 0.25 | 360% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 1.994 | 0.746 | 267% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 235B | 3% |
| Annual Yield % from dividends | 2.49 | 2.31 | 108% |
| Returns for 1 year | 3.84 | 7.32 | 52% |
| Returns for 3 years | 8.97 | 19.97 | 45% |
| Returns for 5 years | 27.32 | 41.07 | 67% |
| Returns for 10 years | 36.73 | 54.58 | 67% |
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