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MSFRX vs RLBBX
MSFRX vs RLBBX Comparison
Open Charts MSFRX vs RLBBX
MFS Total Return A
Price$20.28
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets7.71B
American Funds American Balanced R2
Price$38.82
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets265.76B
MSFRX vs RLBBX Comparison Chart in %
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MSFRX vs. RLBBX commentary
Oct 24, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. MSFRX (7.71B). MSFRX pays higher dividends than RLBBX: MSFRX (2.32) vs RLBBX (1.11). MSFRX was incepted earlier than RLBBX: MSFRX (55 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than MSFRX (0.72). MSFRX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than MSFRX: RLBBX (250) vs MSFRX (1000). RLBBX annual gain was more profitable for investors over the last year : 9.31 vs. MSFRX (0.56). RLBBX return over 5 years is better than : 38.97 vs. MSFRX (10.93).
| MSFRX | RLBBX | MSFRX / RLBBX | |
| Total Expense Ratio | 0.72 | 1.32 | 55% |
| Annual Report Gross Expense Ratio | 0.72 | 1.32 | 55% |
| Fund Existence | 55 years | 23 years | - |
| Gain YTD | 9.142 | 14.410 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.71B | 266B | 3% |
| Annual Yield % from dividends | 2.32 | 1.11 | 210% |
| Returns for 1 year | 0.56 | 9.31 | 6% |
| Returns for 3 years | 19.16 | 46.53 | 41% |
| Returns for 5 years | 10.93 | 38.97 | 28% |
| Returns for 10 years | 37.77 | 65.49 | 58% |
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