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MSFHX vs RLBBX
MSFHX vs RLBBX Comparison
Open Charts MSFHX vs RLBBX
MFS Total Return R3
Price$19.46
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.86B
American Funds American Balanced R2
Price$35.08
Change+$0.23 (+0.66%)
VolumeN/A
Net Assets241.03B
MSFHX vs RLBBX Comparison Chart
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MSFHX vs. RLBBX commentary
Jan 31, 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 StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. MSFHX (7.86B). 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 : 11.21 vs. MSFHX (4.55). RLBBX return over 5 years is better than : 29.71 vs. MSFHX (7.33).
| 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 | 2.483 | 3.025 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.86B | 241B | 3% |
| Annual Yield % from dividends | 2.31 | 1.58 | 146% |
| Returns for 1 year | 4.55 | 11.21 | 41% |
| Returns for 3 years | -1.56 | 12.83 | -12% |
| Returns for 5 years | 7.33 | 29.71 | 25% |
| Returns for 10 years | 31.42 | 51.39 | 61% |
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