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MSFRX vs RLBBX
MSFRX vs RLBBX Comparison
Open Charts MSFRX vs RLBBX
MFS Total Return A
Price$19.47
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets7.85B
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
MSFRX vs RLBBX Comparison Chart
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MSFRX vs. RLBBX commentary
Feb 23, 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: 242B vs. MSFRX (7.85B). 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 : 8.38 vs. MSFRX (3.88). RLBBX return over 5 years is better than : 26.03 vs. MSFRX (5.93).
| 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 | 3.166 | 2.761 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.85B | 242B | 3% |
| Annual Yield % from dividends | 2.32 | 1.58 | 146% |
| Returns for 1 year | 3.88 | 8.38 | 46% |
| Returns for 3 years | 1.61 | 15.67 | 10% |
| Returns for 5 years | 5.93 | 26.03 | 23% |
| Returns for 10 years | 28.96 | 46.57 | 62% |
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