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MSFFX vs RLBBX
MSFFX vs RLBBX Comparison
Open Charts MSFFX vs RLBBX
MFS Total Return R1
Price$18.93
Change-$0.39 (-2.02%)
VolumeN/A
Net Assets7.75B
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
MSFFX vs RLBBX Comparison Chart
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MSFFX vs. RLBBX 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 MSFFX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. MSFFX (7.75B). MSFFX pays higher dividends than RLBBX: MSFFX (1.58) vs RLBBX (1.27). MSFFX was incepted earlier than RLBBX: MSFFX (20 years) vs RLBBX (23 years). MSFFX (1.47) is less costly to investors than RLBBX (1.33). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (53.00). MSFFX has a lower initial minimum investment than RLBBX: MSFFX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 0.60 vs. MSFFX (0.04). RLBBX return over 5 years is better than : 41.66 vs. MSFFX (23.15).
| MSFFX | RLBBX | MSFFX / RLBBX | |
| Total Expense Ratio | 1.47 | 1.33 | 111% |
| Annual Report Gross Expense Ratio | 1.47 | 1.33 | 111% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 2.758 | -2.343 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 235B | 3% |
| Annual Yield % from dividends | 1.58 | 1.27 | 124% |
| Returns for 1 year | 0.04 | 0.60 | 7% |
| Returns for 3 years | -1.09 | 7.26 | -15% |
| Returns for 5 years | 23.15 | 41.66 | 56% |
| Returns for 10 years | 19.77 | 41.83 | 47% |
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