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MSFHX vs RLBBX
MSFHX vs RLBBX Comparison
Open Charts MSFHX vs RLBBX
MFS Total Return R3
Price$19.74
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
American Funds American Balanced R2
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
MSFHX vs RLBBX Comparison Chart in %
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MSFHX vs. RLBBX commentary
Aug 10, 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: 254B vs. MSFHX (7.65B). MSFHX pays higher dividends than RLBBX: MSFHX (2.32) vs RLBBX (1.16). 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 : 9.29 vs. MSFHX (1.55). RLBBX return over 5 years is better than : 32.84 vs. MSFHX (9.88).
| 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 | 5.772 | 8.440 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.65B | 254B | 3% |
| Annual Yield % from dividends | 2.32 | 1.16 | 199% |
| Returns for 1 year | 1.55 | 9.29 | 17% |
| Returns for 3 years | 9.30 | 29.21 | 32% |
| Returns for 5 years | 9.88 | 32.84 | 30% |
| Returns for 10 years | 32.49 | 57.93 | 56% |
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