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MSFRX vs RLBBX
MSFRX vs RLBBX Comparison
Open Charts MSFRX vs RLBBX
MFS Total Return A
Price$19.14
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.53B
American Funds American Balanced R2
Price$35.42
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.43B
MSFRX vs RLBBX Comparison Chart
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MSFRX vs. RLBBX commentary
Jun 07, 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: 243B vs. MSFRX (7.53B). 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 : 6.11 vs. MSFRX (-0.21). RLBBX return over 5 years is better than : 30.42 vs. MSFRX (7.93).
| 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 | 2.463 | 4.244 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.53B | 243B | 3% |
| Annual Yield % from dividends | 2.35 | 1.23 | 191% |
| Returns for 1 year | -0.21 | 6.11 | -3% |
| Returns for 3 years | 5.10 | 20.80 | 25% |
| Returns for 5 years | 7.93 | 30.42 | 26% |
| Returns for 10 years | 29.21 | 52.54 | 56% |
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