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MSFHX vs RLBBX
MSFHX vs RLBBX Comparison
Open Charts MSFHX vs RLBBX
MFS Total Return R3
Price$19.28
Change-$0.10 (-0.52%)
VolumeN/A
Net Assets7.8B
American Funds American Balanced R2
Price$33.83
Change-$0.51 (-1.49%)
VolumeN/A
Net Assets237.28B
MSFHX vs RLBBX Comparison Chart
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MSFHX vs. RLBBX commentary
Mar 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: 237B vs. MSFHX (7.8B). MSFHX pays higher dividends than RLBBX: MSFHX (2.26) vs RLBBX (1.25). 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 : 4.35 vs. MSFHX (1.87). RLBBX return over 5 years is better than : 30.40 vs. MSFHX (12.39).
| 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 | 2.785 | 0.852 | 327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.8B | 237B | 3% |
| Annual Yield % from dividends | 2.26 | 1.25 | 182% |
| Returns for 1 year | 1.87 | 4.35 | 43% |
| Returns for 3 years | 4.07 | 15.41 | 26% |
| Returns for 5 years | 12.39 | 30.40 | 41% |
| Returns for 10 years | 31.38 | 47.30 | 66% |
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