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MSFRX vs RLBAX
MSFRX vs RLBAX Comparison
Open Charts MSFRX vs RLBAX
MFS Total Return A
Price$18.95
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets7.51B
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
MSFRX vs RLBAX Comparison Chart
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MSFRX vs. RLBAX commentary
May 09, 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 MSFRX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. MSFRX (7.51B). MSFRX pays higher dividends than RLBAX: MSFRX (2.37) vs RLBAX (1.28). MSFRX was incepted earlier than RLBAX: MSFRX (55 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than MSFRX (0.72). MSFRX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than MSFRX: RLBAX (250) vs MSFRX (1000). RLBAX annual gain was more profitable for investors over the last year : 3.86 vs. MSFRX (-1.08). RLBAX return over 5 years is better than : 32.29 vs. MSFRX (13.60).
| MSFRX | RLBAX | MSFRX / RLBAX | |
| Total Expense Ratio | 0.72 | 1.31 | 55% |
| Annual Report Gross Expense Ratio | 0.72 | 1.31 | 55% |
| Fund Existence | 55 years | 23 years | - |
| Gain YTD | 0.492 | 0.037 | 1,344% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 234B | 3% |
| Annual Yield % from dividends | 2.37 | 1.28 | 186% |
| Returns for 1 year | -1.08 | 3.86 | -28% |
| Returns for 3 years | 4.26 | 17.24 | 25% |
| Returns for 5 years | 13.60 | 32.29 | 42% |
| Returns for 10 years | 25.21 | 43.55 | 58% |
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