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MSFRX vs RLEFX
MSFRX vs RLEFX Comparison
Open Charts MSFRX vs RLEFX
MFS Total Return A
Price$20.65
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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MSFRX vs RLEFX Comparison Chart
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MSFRX vs. RLEFX commentary
Sep 21, 2024
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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. MSFRX (8.1B). RLEFX (2.42) and MSFRX (2.32) have matching dividends . MSFRX was incepted earlier than RLEFX: MSFRX (54 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (43.00). RLEFX has a lower initial minimum investment than MSFRX: RLEFX (250) vs MSFRX (1000). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. MSFRX (13.91). RLEFX return over 5 years is better than : 40.23 vs. MSFRX (16.86).
| MSFRX | RLEFX | MSFRX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 54 years | 9 years | - |
| Gain YTD | 9.696 | 14.180 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.1B | 236B | 3% |
| Annual Yield % from dividends | 2.32 | 2.42 | 96% |
| Returns for 1 year | 13.91 | 24.64 | 56% |
| Returns for 3 years | -0.84 | 15.33 | -6% |
| Returns for 5 years | 16.86 | 40.23 | 42% |
| Returns for 10 years | 38.56 | N/A | - |
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