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MSFHX vs RLBBX
MSFHX vs RLBBX Comparison
Open Charts MSFHX vs RLBBX
MFS Total Return R3
Price$19.16
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.53B
American Funds American Balanced R2
Price$35.42
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.43B
MSFHX vs RLBBX Comparison Chart
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MSFHX vs. RLBBX commentary
Jun 07, 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: 243B vs. MSFHX (7.53B). MSFHX pays higher dividends than RLBBX: MSFHX (2.35) vs RLBBX (1.23). 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 : 6.11 vs. MSFHX (-0.21). RLBBX return over 5 years is better than : 30.42 vs. MSFHX (7.91).
| 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 | 2.460 | 4.244 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.53B | 243B | 3% |
| Annual Yield % from dividends | 2.35 | 1.23 | 191% |
| Returns for 1 year | -0.21 | 6.11 | -3% |
| Returns for 3 years | 5.09 | 20.80 | 24% |
| Returns for 5 years | 7.91 | 30.42 | 26% |
| Returns for 10 years | 29.19 | 52.54 | 56% |
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