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MSFRX vs RLBBX
MSFRX vs RLBBX Comparison
Open Charts MSFRX vs RLBBX
MFS Total Return A
Price$19.17
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.77B
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets238.66B
MSFRX vs RLBBX Comparison Chart
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MSFRX vs. RLBBX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 239B vs. MSFRX (7.77B). 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 : 11.43 vs. MSFRX (4.45). RLBBX return over 5 years is better than : 25.81 vs. MSFRX (4.15).
| 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 | 1.375 | 1.909 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.77B | 239B | 3% |
| Annual Yield % from dividends | 2.32 | 1.58 | 146% |
| Returns for 1 year | 4.45 | 11.43 | 39% |
| Returns for 3 years | -3.58 | 10.54 | -34% |
| Returns for 5 years | 4.15 | 25.81 | 16% |
| Returns for 10 years | 30.16 | 49.88 | 60% |