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MSFHX vs RLBBX
MSFHX vs RLBBX Comparison
Open Charts MSFHX vs RLBBX
MFS Total Return R3
Price$19.52
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets7.88B
American Funds American Balanced R2
Price$34.57
Change-$0.33 (-0.95%)
VolumeN/A
Net Assets241.5B
MSFHX vs RLBBX Comparison Chart
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MSFHX vs. RLBBX commentary
Mar 04, 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 Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. MSFHX (7.88B). MSFHX pays higher dividends than RLBBX: MSFHX (2.31) vs RLBBX (1.58). MSFHX was incepted earlier than RLBBX: MSFHX (20 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (43.00). 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 : 5.85 vs. MSFHX (3.93). RLBBX return over 5 years is better than : 28.05 vs. MSFHX (10.53).
| MSFHX | RLBBX | MSFHX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 3.952 | 1.527 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.88B | 242B | 3% |
| Annual Yield % from dividends | 2.31 | 1.58 | 146% |
| Returns for 1 year | 3.93 | 5.85 | 67% |
| Returns for 3 years | 2.72 | 13.38 | 20% |
| Returns for 5 years | 10.53 | 28.05 | 38% |
| Returns for 10 years | 31.92 | 47.09 | 68% |
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