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MSFRX vs RLBCX
MSFRX vs RLBCX Comparison
Open Charts MSFRX vs RLBCX
MFS Total Return A
Price$18.95
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets7.51B
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
MSFRX vs RLBCX Comparison Chart
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MSFRX vs. RLBCX commentary
May 09, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. MSFRX (7.51B). MSFRX pays higher dividends than RLBCX: MSFRX (2.37) vs RLBCX (1.70). MSFRX was incepted earlier than RLBCX: MSFRX (55 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than MSFRX (0.72). MSFRX is a more actively managed with annual turnover of: 53.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than MSFRX: RLBCX (250) vs MSFRX (1000). RLBCX annual gain was more profitable for investors over the last year : 4.33 vs. MSFRX (-1.08). RLBCX return over 5 years is better than : 34.74 vs. MSFRX (13.60).
| MSFRX | RLBCX | MSFRX / RLBCX | |
| Total Expense Ratio | 0.72 | 0.89 | 81% |
| Annual Report Gross Expense Ratio | 0.72 | 0.89 | 81% |
| Fund Existence | 55 years | 23 years | - |
| Gain YTD | 0.492 | 0.176 | 279% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 234B | 3% |
| Annual Yield % from dividends | 2.37 | 1.70 | 140% |
| Returns for 1 year | -1.08 | 4.33 | -25% |
| Returns for 3 years | 4.26 | 18.44 | 23% |
| Returns for 5 years | 13.60 | 34.74 | 39% |
| Returns for 10 years | 25.21 | 47.04 | 54% |
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