Interact to see
Advertisement
Advertisement
MSFRX vs RLBBX
MSFRX vs RLBBX Comparison
Open Charts MSFRX vs RLBBX
MFS Total Return A
Price$19.56
Change+$0.12 (+0.62%)
VolumeN/A
Net Assets7.61B
American Funds American Balanced R2
Price$36.12
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
MSFRX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSFRX vs. RLBBX commentary
Jun 27, 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: 248B vs. MSFRX (7.61B). MSFRX pays higher dividends than RLBBX: MSFRX (2.35) vs RLBBX (1.23). 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 : 6.56 vs. MSFRX (1.77). RLBBX return over 5 years is better than : 38.27 vs. MSFRX (14.65).
| 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 | 3.852 | 6.349 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.61B | 248B | 3% |
| Annual Yield % from dividends | 2.35 | 1.23 | 191% |
| Returns for 1 year | 1.77 | 6.56 | 27% |
| Returns for 3 years | 10.83 | 30.12 | 36% |
| Returns for 5 years | 14.65 | 38.27 | 38% |
| Returns for 10 years | 31.25 | 56.73 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement