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MSFRX vs RLBBX
MSFRX vs RLBBX Comparison
Open Charts MSFRX vs RLBBX
MFS Total Return A
Price$20.21
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
American Funds American Balanced R2
Price$38.28
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets263.09B
MSFRX vs RLBBX Comparison Chart in %
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MSFRX vs. RLBBX commentary
Oct 01, 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 Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. MSFRX (7.75B). MSFRX pays higher dividends than RLBBX: MSFRX (2.29) vs RLBBX (1.15). 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 : 7.61 vs. MSFRX (-0.16). RLBBX return over 5 years is better than : 38.66 vs. MSFRX (12.70).
| 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 | 8.464 | 12.818 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 263B | 3% |
| Annual Yield % from dividends | 2.29 | 1.15 | 199% |
| Returns for 1 year | -0.16 | 7.61 | -2% |
| Returns for 3 years | 22.02 | 49.00 | 45% |
| Returns for 5 years | 12.70 | 38.66 | 33% |
| Returns for 10 years | 41.36 | 70.88 | 58% |
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