Interact to see
Advertisement
Advertisement
MSFRX vs RLBBX
MSFRX vs RLBBX Comparison
Open Charts MSFRX vs RLBBX
MFS Total Return A
Price$19.76
Change-$0.43 (-2.13%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R2
Price$38.04
Change-$0.58 (-1.50%)
VolumeN/A
Net Assets269.72B
MSFRX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSFRX vs. RLBBX commentary
Feb 05, 2026
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 RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. MSFRX (7.74B). MSFRX pays higher dividends than RLBBX: MSFRX (2.39) vs RLBBX (1.23). MSFRX was incepted earlier than RLBBX: MSFRX (55 years) vs RLBBX (24 years). RLBBX (1.32) is less costly to investors than MSFRX (0.72). RLBBX is a more actively managed with annual turnover of: 44.00 vs. MSFRX (41.00). RLBBX has a lower initial minimum investment than MSFRX: RLBBX (250) vs MSFRX (1000). RLBBX annual gain was more profitable for investors over the last year : 10.49 vs. MSFRX (5.22). RLBBX return over 5 years is better than : 31.41 vs. MSFRX (5.76).
| MSFRX | RLBBX | MSFRX / RLBBX | |
| Total Expense Ratio | 0.72 | 1.32 | 55% |
| Annual Report Gross Expense Ratio | 0.72 | 1.32 | 55% |
| Fund Existence | 55 years | 24 years | - |
| Gain YTD | 2.910 | 2.396 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 270B | 3% |
| Annual Yield % from dividends | 2.39 | 1.23 | 194% |
| Returns for 1 year | 5.22 | 10.49 | 50% |
| Returns for 3 years | 10.70 | 33.68 | 32% |
| Returns for 5 years | 5.76 | 31.41 | 18% |
| Returns for 10 years | 46.32 | 79.44 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers