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MSFRX vs RLBBX
MSFRX vs RLBBX Comparison
Open Charts MSFRX vs RLBBX
MFS Total Return A
Price$20.77
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$35.82
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
MSFRX vs RLBBX Comparison Chart
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MSFRX vs. RLBBX commentary
Nov 18, 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 Buy and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. MSFRX (8.05B). MSFRX pays higher dividends than RLBBX: MSFRX (2.32) vs RLBBX (1.58). MSFRX was incepted earlier than RLBBX: MSFRX (54 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (43.00). 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 : 20.00 vs. MSFRX (13.66). RLBBX return over 5 years is better than : 30.90 vs. MSFRX (15.49).
| MSFRX | RLBBX | MSFRX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 54 years | 23 years | - |
| Gain YTD | 10.749 | 13.314 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.05B | 236B | 3% |
| Annual Yield % from dividends | 2.32 | 1.58 | 146% |
| Returns for 1 year | 13.66 | 20.00 | 68% |
| Returns for 3 years | -3.54 | 8.71 | -41% |
| Returns for 5 years | 15.49 | 30.90 | 50% |
| Returns for 10 years | 37.49 | 44.74 | 84% |
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