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MSFHX vs RLBBX
MSFHX vs RLBBX Comparison
Open Charts MSFHX vs RLBBX
MFS Total Return R3
Price$20.14
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.78B
American Funds American Balanced R2
Price$37.24
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
MSFHX vs RLBBX Comparison Chart in %
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MSFHX vs. RLBBX commentary
Sep 01, 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 MSFHX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 255B vs. MSFHX (7.78B). MSFHX pays higher dividends than RLBBX: MSFHX (2.28) vs RLBBX (1.15). MSFHX was incepted earlier than RLBBX: MSFHX (20 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than MSFHX (0.72). MSFHX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). MSFHX has a lower initial minimum investment than RLBBX: MSFHX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 6.88 vs. MSFHX (0.59). RLBBX return over 5 years is better than : 32.62 vs. MSFHX (10.88).
| MSFHX | RLBBX | MSFHX / RLBBX | |
| Total Expense Ratio | 0.72 | 1.32 | 55% |
| Annual Report Gross Expense Ratio | 0.72 | 1.32 | 55% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.132 | 9.647 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.78B | 255B | 3% |
| Annual Yield % from dividends | 2.28 | 1.15 | 199% |
| Returns for 1 year | 0.59 | 6.88 | 9% |
| Returns for 3 years | 13.43 | 33.55 | 40% |
| Returns for 5 years | 10.88 | 32.62 | 33% |
| Returns for 10 years | 42.61 | 68.85 | 62% |
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