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MSFRX vs RLBBX
MSFRX vs RLBBX Comparison
Open Charts MSFRX vs RLBBX
MFS Total Return A
Price$18.49
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets7.34B
American Funds American Balanced R2
Price$32.68
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
MSFRX vs RLBBX Comparison Chart
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MSFRX vs. RLBBX commentary
Apr 18, 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: 225B vs. MSFRX (7.34B). MSFRX pays higher dividends than RLBBX: MSFRX (2.31) vs RLBBX (1.27). MSFRX was incepted earlier than RLBBX: MSFRX (55 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than MSFRX (0.72). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (53.00). 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 : 1.79 vs. MSFRX (-0.87). RLBBX return over 5 years is better than : 27.66 vs. MSFRX (11.44).
| MSFRX | RLBBX | MSFRX / RLBBX | |
| Total Expense Ratio | 0.72 | 1.33 | 54% |
| Annual Report Gross Expense Ratio | 0.72 | 1.33 | 54% |
| Fund Existence | 55 years | 23 years | - |
| Gain YTD | -2.057 | -3.901 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.34B | 225B | 3% |
| Annual Yield % from dividends | 2.31 | 1.27 | 182% |
| Returns for 1 year | -0.87 | 1.79 | -49% |
| Returns for 3 years | -1.48 | 8.01 | -18% |
| Returns for 5 years | 11.44 | 27.66 | 41% |
| Returns for 10 years | 22.30 | 38.50 | 58% |
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