Interact to see
Advertisement
Advertisement
MSFHX vs RLBBX
MSFHX vs RLBBX Comparison
Open Charts MSFHX vs RLBBX
MFS Total Return R3
Price$19.92
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.56B
American Funds American Balanced R2
Price$38.44
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
MSFHX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSFHX vs. RLBBX commentary
Nov 20, 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: 263B vs. MSFHX (7.56B). MSFHX pays higher dividends than RLBBX: MSFHX (2.37) vs RLBBX (1.09). MSFHX was incepted earlier than RLBBX: MSFHX (21 years) vs RLBBX (24 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 : 8.15 vs. MSFHX (-1.32). RLBBX return over 5 years is better than : 34.47 vs. MSFHX (6.16).
| MSFHX | RLBBX | MSFHX / RLBBX | |
| Total Expense Ratio | 0.72 | 1.32 | 55% |
| Annual Report Gross Expense Ratio | 0.72 | 1.32 | 55% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 7.817 | 13.290 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.56B | 263B | 3% |
| Annual Yield % from dividends | 2.37 | 1.09 | 218% |
| Returns for 1 year | -1.32 | 8.15 | -16% |
| Returns for 3 years | 11.35 | 38.09 | 30% |
| Returns for 5 years | 6.16 | 34.47 | 18% |
| Returns for 10 years | 35.86 | 63.47 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement