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MSFHX vs RLBGX
MSFHX vs RLBGX Comparison
Open Charts MSFHX vs RLBGX
MFS Total Return R3
Price$20.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.86
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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MSFHX vs RLBGX Comparison Chart
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MSFHX vs. RLBGX commentary
Sep 16, 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 StrongBuy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. MSFHX (8.04B). RLBGX pays higher dividends than MSFHX: RLBGX (2.55) vs MSFHX (2.31). MSFHX was incepted earlier than RLBGX: MSFHX (19 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (43.00). MSFHX has a lower initial minimum investment than RLBGX: MSFHX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 20.40 vs. MSFHX (10.74). RLBGX return over 5 years is better than : 39.85 vs. MSFHX (16.09).
| MSFHX | RLBGX | MSFHX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 8.941 | 13.191 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.04B | 234B | 3% |
| Annual Yield % from dividends | 2.31 | 2.55 | 91% |
| Returns for 1 year | 10.74 | 20.40 | 53% |
| Returns for 3 years | -2.79 | 13.12 | -21% |
| Returns for 5 years | 16.09 | 39.85 | 40% |
| Returns for 10 years | 36.84 | 54.80 | 67% |
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