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MSFRX vs RLBEX
MSFRX vs RLBEX Comparison
Open Charts MSFRX vs RLBEX
MFS Total Return A
Price$18.95
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets7.51B
American Funds American Balanced R4
Price$34.31
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
MSFRX vs RLBEX Comparison Chart
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MSFRX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. MSFRX (7.51B). MSFRX pays higher dividends than RLBEX: MSFRX (2.37) vs RLBEX (1.98). MSFRX was incepted earlier than RLBEX: MSFRX (55 years) vs RLBEX (23 years). MSFRX (0.72) is less costly to investors than RLBEX (0.59). MSFRX is a more actively managed with annual turnover of: 53.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than MSFRX: RLBEX (250) vs MSFRX (1000). RLBEX annual gain was more profitable for investors over the last year : 4.67 vs. MSFRX (-1.08). RLBEX return over 5 years is better than : 36.49 vs. MSFRX (13.60).
| MSFRX | RLBEX | MSFRX / RLBEX | |
| Total Expense Ratio | 0.72 | 0.59 | 122% |
| Annual Report Gross Expense Ratio | 0.72 | 0.59 | 122% |
| Fund Existence | 55 years | 23 years | - |
| Gain YTD | 0.492 | 0.278 | 177% |
| 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 | 1.98 | 120% |
| Returns for 1 year | -1.08 | 4.67 | -23% |
| Returns for 3 years | 4.26 | 19.33 | 22% |
| Returns for 5 years | 13.60 | 36.49 | 37% |
| Returns for 10 years | 25.21 | 51.55 | 49% |
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