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MSFRX vs RLBBX
MSFRX vs RLBBX Comparison
Open Charts MSFRX vs RLBBX
MFS Total Return A
Price$19.86
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R2
Price$36.80
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
MSFRX vs RLBBX Comparison Chart in %
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MSFRX vs. RLBBX commentary
Jul 29, 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: 254B vs. MSFRX (7.74B). MSFRX pays higher dividends than RLBBX: MSFRX (2.31) vs RLBBX (1.17). 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 : 8.30 vs. MSFRX (1.65). RLBBX return over 5 years is better than : 34.05 vs. MSFRX (11.69).
| 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 | 6.741 | 8.557 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 254B | 3% |
| Annual Yield % from dividends | 2.31 | 1.17 | 197% |
| Returns for 1 year | 1.65 | 8.30 | 20% |
| Returns for 3 years | 9.69 | 28.74 | 34% |
| Returns for 5 years | 11.69 | 34.05 | 34% |
| Returns for 10 years | 33.07 | 57.02 | 58% |
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