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MSFFX vs RLBBX
MSFFX vs RLBBX Comparison
Open Charts MSFFX vs RLBBX
MFS Total Return R1
Price$20.03
Change-$0.32 (-1.57%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$33.98
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
MSFFX vs RLBBX Comparison Chart
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MSFFX vs. RLBBX commentary
Dec 19, 2024
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 Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. MSFFX (7.88B). MSFFX (1.62) and RLBBX (1.58) have matching dividends . MSFFX was incepted earlier than RLBBX: MSFFX (20 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (43.00). 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 : 11.88 vs. MSFFX (5.29). RLBBX return over 5 years is better than : 28.86 vs. MSFFX (8.67).
| MSFFX | RLBBX | MSFFX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.125 | 10.930 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.88B | 241B | 3% |
| Annual Yield % from dividends | 1.62 | 1.58 | 103% |
| Returns for 1 year | 5.29 | 11.88 | 45% |
| Returns for 3 years | 0.38 | 10.16 | 4% |
| Returns for 5 years | 8.67 | 28.86 | 30% |
| Returns for 10 years | 23.99 | 40.94 | 59% |