MSFRX
Price
$19.84
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
RLBAX
Price
$36.52
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
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MSFRX vs RLBAX

Header iconMSFRX vs RLBAX Comparison
Open Charts MSFRX vs RLBAXBanner chart's image
MFS Total Return A
Price$19.84
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
MSFRX vs RLBAX Comparison Chart in %
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MSFRX vs. RLBAX commentary
Jul 07, 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 RLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. MSFRX (7.74B). MSFRX pays higher dividends than RLBAX: MSFRX (2.31) vs RLBAX (1.18). MSFRX was incepted earlier than RLBAX: MSFRX (55 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than MSFRX (0.72). MSFRX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than MSFRX: RLBAX (250) vs MSFRX (1000). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. MSFRX (3.72). RLBAX return over 5 years is better than : 37.04 vs. MSFRX (7.76).
MSFRXRLBAXMSFRX / RLBAX
Total Expense Ratio0.721.3155%
Annual Report Gross Expense Ratio0.721.3155%
Fund Existence55 years23 years-
Gain YTD6.2067.65181%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets7.74B252B3%
Annual Yield % from dividends2.311.18196%
Returns for 1 year3.727.0053%
Returns for 3 years13.4532.4541%
Returns for 5 years7.7637.0421%
Returns for 10 years33.6358.0158%
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