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MSFHX vs RLBBX
MSFHX vs RLBBX Comparison
Open Charts MSFHX vs RLBBX
MFS Total Return R3
Price$20.79
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$35.82
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
MSFHX vs RLBBX Comparison Chart
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MSFHX vs. RLBBX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. MSFHX (8.05B). 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 : 20.00 vs. MSFHX (13.64). RLBBX return over 5 years is better than : 30.90 vs. MSFHX (15.51).
| 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 | 10.735 | 13.314 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.05B | 236B | 3% |
| Annual Yield % from dividends | 2.31 | 1.58 | 146% |
| Returns for 1 year | 13.64 | 20.00 | 68% |
| Returns for 3 years | -3.55 | 8.71 | -41% |
| Returns for 5 years | 15.51 | 30.90 | 50% |
| Returns for 10 years | 37.46 | 44.74 | 84% |
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