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MSFRX vs RLBFX
MSFRX vs RLBFX Comparison
Open Charts MSFRX vs RLBFX
MFS Total Return A
Price$18.95
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets7.51B
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
MSFRX vs RLBFX Comparison Chart
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MSFRX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. MSFRX (7.51B). MSFRX (2.37) and RLBFX (2.26) have matching dividends . MSFRX was incepted earlier than RLBFX: MSFRX (55 years) vs RLBFX (23 years). MSFRX (0.72) is less costly to investors than RLBFX (0.29). MSFRX is a more actively managed with annual turnover of: 53.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than MSFRX: RLBFX (250) vs MSFRX (1000). RLBFX annual gain was more profitable for investors over the last year : 5.00 vs. MSFRX (-1.08). RLBFX return over 5 years is better than : 38.27 vs. MSFRX (13.60).
| MSFRX | RLBFX | MSFRX / RLBFX | |
| Total Expense Ratio | 0.72 | 0.29 | 248% |
| Annual Report Gross Expense Ratio | 0.72 | 0.29 | 248% |
| Fund Existence | 55 years | 23 years | - |
| Gain YTD | 0.492 | 0.382 | 129% |
| 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 | 2.26 | 105% |
| Returns for 1 year | -1.08 | 5.00 | -22% |
| Returns for 3 years | 4.26 | 20.22 | 21% |
| Returns for 5 years | 13.60 | 38.27 | 36% |
| Returns for 10 years | 25.21 | 52.32 | 48% |
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