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MSFRX vs RAMHX
MSFRX vs RAMHX Comparison
Open Charts MSFRX vs RAMHX
MFS Total Return A
Price$20.65
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$35.95
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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MSFRX vs RAMHX Comparison Chart
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MSFRX vs. RAMHX commentary
Sep 21, 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 MSFRX is a StrongBuy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. MSFRX (8.1B). MSFRX pays higher dividends than RAMHX: MSFRX (2.32) vs RAMHX (1.84). MSFRX was incepted earlier than RAMHX: MSFRX (54 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (43.00). RAMHX has a lower initial minimum investment than MSFRX: RAMHX (250) vs MSFRX (1000). RAMHX annual gain was more profitable for investors over the last year : 23.83 vs. MSFRX (13.91). RAMHX return over 5 years is better than : 36.53 vs. MSFRX (16.86).
| MSFRX | RAMHX | MSFRX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 54 years | 10 years | - |
| Gain YTD | 9.696 | 13.646 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.1B | 236B | 3% |
| Annual Yield % from dividends | 2.32 | 1.84 | 126% |
| Returns for 1 year | 13.91 | 23.83 | 58% |
| Returns for 3 years | -0.84 | 13.68 | -6% |
| Returns for 5 years | 16.86 | 36.53 | 46% |
| Returns for 10 years | 38.56 | 50.16 | 77% |
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