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MSFRX vs RLBAX
MSFRX vs RLBAX Comparison
Open Charts MSFRX vs RLBAX
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.
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).
| 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 | 6.206 | 7.651 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 252B | 3% |
| Annual Yield % from dividends | 2.31 | 1.18 | 196% |
| Returns for 1 year | 3.72 | 7.00 | 53% |
| Returns for 3 years | 13.45 | 32.45 | 41% |
| Returns for 5 years | 7.76 | 37.04 | 21% |
| Returns for 10 years | 33.63 | 58.01 | 58% |
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