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MSFHX vs RLEFX
MSFHX vs RLEFX Comparison
Open Charts MSFHX vs RLEFX
MFS Total Return R3
Price$20.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.80
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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MSFHX vs RLEFX Comparison Chart
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MSFHX vs. RLEFX 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. MSFHX (8.04B). RLEFX (2.42) and MSFHX (2.31) have matching dividends . MSFHX was incepted earlier than RLEFX: MSFHX (19 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. MSFHX (43.00). MSFHX has a lower initial minimum investment than RLEFX: MSFHX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 20.22 vs. MSFHX (10.74). RLEFX return over 5 years is better than : 39.01 vs. MSFHX (16.09).
| MSFHX | RLEFX | MSFHX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 8.941 | 13.058 | 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 | 2.42 | 96% |
| Returns for 1 year | 10.74 | 20.22 | 53% |
| Returns for 3 years | -2.79 | 12.78 | -22% |
| Returns for 5 years | 16.09 | 39.01 | 41% |
| Returns for 10 years | 36.84 | N/A | - |
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