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MSFRX vs RLBBX
MSFRX vs RLBBX Comparison
Open Charts MSFRX vs RLBBX
MFS Total Return A
Price$20.14
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.67B
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
MSFRX vs RLBBX Comparison Chart in %
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MSFRX vs. RLBBX commentary
Oct 19, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. MSFRX (7.67B). MSFRX pays higher dividends than RLBBX: MSFRX (2.32) vs RLBBX (1.11). MSFRX was incepted earlier than RLBBX: MSFRX (55 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than MSFRX (0.72). MSFRX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). 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 : 7.84 vs. MSFRX (-0.75). RLBBX return over 5 years is better than : 37.69 vs. MSFRX (10.01).
| 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 | 23 years | - |
| Gain YTD | 8.495 | 13.938 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.67B | 266B | 3% |
| Annual Yield % from dividends | 2.32 | 1.11 | 210% |
| Returns for 1 year | -0.75 | 7.84 | -10% |
| Returns for 3 years | 19.17 | 47.43 | 40% |
| Returns for 5 years | 10.01 | 37.69 | 27% |
| Returns for 10 years | 38.25 | 67.64 | 57% |
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