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MSFHX vs RLBBX
MSFHX vs RLBBX Comparison
Open Charts MSFHX vs RLBBX
MFS Total Return R3
Price$19.87
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets7.71B
American Funds American Balanced R2
Price$36.64
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.22B
MSFHX vs RLBBX Comparison Chart in %
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MSFHX vs. RLBBX commentary
Jul 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: 252B vs. MSFHX (7.71B). MSFHX pays higher dividends than RLBBX: MSFHX (2.31) vs RLBBX (1.17). 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 : 6.24 vs. MSFHX (2.61). RLBBX return over 5 years is better than : 36.21 vs. MSFHX (14.24).
| 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 | 5.931 | 7.880 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.71B | 252B | 3% |
| Annual Yield % from dividends | 2.31 | 1.17 | 197% |
| Returns for 1 year | 2.61 | 6.24 | 42% |
| Returns for 3 years | 13.81 | 33.24 | 42% |
| Returns for 5 years | 14.24 | 36.21 | 39% |
| Returns for 10 years | 32.33 | 56.99 | 57% |
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