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MSFHX vs RLBCX
MSFHX vs RLBCX Comparison
Open Charts MSFHX vs RLBCX
MFS Total Return R3
Price$20.32
Change-$0.14 (-0.68%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.59
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
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MSFHX vs RLBCX Comparison Chart
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MSFHX vs. RLBCX commentary
Sep 08, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 228B vs. MSFHX (7.97B). MSFHX pays higher dividends than RLBCX: MSFHX (2.31) vs RLBCX (1.98). MSFHX was incepted earlier than RLBCX: MSFHX (19 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (43.00). MSFHX has a lower initial minimum investment than RLBCX: MSFHX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 18.47 vs. MSFHX (11.19). RLBCX return over 5 years is better than : 33.70 vs. MSFHX (16.11).
| MSFHX | RLBCX | MSFHX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 8.569 | 10.677 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.97B | 228B | 3% |
| Annual Yield % from dividends | 2.31 | 1.98 | 117% |
| Returns for 1 year | 11.19 | 18.47 | 61% |
| Returns for 3 years | -4.40 | 8.25 | -53% |
| Returns for 5 years | 16.11 | 33.70 | 48% |
| Returns for 10 years | 36.08 | 46.33 | 78% |
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