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MSFRX vs RLBAX
MSFRX vs RLBAX Comparison
Open Charts MSFRX vs RLBAX
MFS Total Return A
Price$20.10
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MSFRX vs RLBAX Comparison Chart in %
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MSFRX vs. RLBAX commentary
Sep 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. MSFRX (7.75B). MSFRX pays higher dividends than RLBAX: MSFRX (2.29) vs RLBAX (1.15). 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 : 10.89 vs. MSFRX (1.49). RLBAX return over 5 years is better than : 36.32 vs. MSFRX (11.91).
| MSFRX | RLBAX | MSFRX / RLBAX | |
| Total Expense Ratio | 0.72 | 1.31 | 55% |
| Annual Report Gross Expense Ratio | 0.72 | 1.31 | 55% |
| Fund Existence | 55 years | 23 years | - |
| Gain YTD | 8.034 | 11.248 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 259B | 3% |
| Annual Yield % from dividends | 2.29 | 1.15 | 199% |
| Returns for 1 year | 1.49 | 10.89 | 14% |
| Returns for 3 years | 12.44 | 34.52 | 36% |
| Returns for 5 years | 11.91 | 36.32 | 33% |
| Returns for 10 years | 40.64 | 68.88 | 59% |
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