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MSFHX vs RLBBX
MSFHX vs RLBBX Comparison
Open Charts MSFHX vs RLBBX
MFS Total Return R3
Price$18.58
Change+$0.66 (+3.68%)
VolumeN/A
Net Assets7.16B
American Funds American Balanced R2
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets217.49B
MSFHX vs RLBBX Comparison Chart
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MSFHX vs. RLBBX commentary
Apr 11, 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: 217B vs. MSFHX (7.16B). MSFHX pays higher dividends than RLBBX: MSFHX (2.30) vs RLBBX (1.27). MSFHX was incepted earlier than RLBBX: MSFHX (20 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than MSFHX (0.72). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (53.00). 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 : -4.31 vs. MSFHX (-6.56). RLBBX return over 5 years is better than : 26.14 vs. MSFHX (9.47).
| MSFHX | RLBBX | MSFHX / RLBBX | |
| Total Expense Ratio | 0.72 | 1.33 | 54% |
| Annual Report Gross Expense Ratio | 0.72 | 1.33 | 54% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -4.766 | -7.136 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.16B | 217B | 3% |
| Annual Yield % from dividends | 2.30 | 1.27 | 181% |
| Returns for 1 year | -6.56 | -4.31 | 152% |
| Returns for 3 years | -5.57 | 3.16 | -177% |
| Returns for 5 years | 9.47 | 26.14 | 36% |
| Returns for 10 years | 19.03 | 34.16 | 56% |
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