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MSFHX vs RLBAX
MSFHX vs RLBAX Comparison
Open Charts MSFHX vs RLBAX
MFS Total Return R3
Price$19.87
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
MSFHX vs RLBAX Comparison Chart in %
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MSFHX vs. RLBAX commentary
Jul 07, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. MSFHX (7.74B). MSFHX pays higher dividends than RLBAX: MSFHX (2.31) vs RLBAX (1.18). MSFHX was incepted earlier than RLBAX: MSFHX (20 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than MSFHX (0.72). MSFHX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). MSFHX has a lower initial minimum investment than RLBAX: MSFHX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. MSFHX (3.76). RLBAX return over 5 years is better than : 37.04 vs. MSFHX (15.06).
| MSFHX | RLBAX | MSFHX / RLBAX | |
| Total Expense Ratio | 0.72 | 1.31 | 55% |
| Annual Report Gross Expense Ratio | 0.72 | 1.31 | 55% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 6.252 | 7.651 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 252B | 3% |
| Annual Yield % from dividends | 2.31 | 1.18 | 196% |
| Returns for 1 year | 3.76 | 7.00 | 54% |
| Returns for 3 years | 13.54 | 32.45 | 42% |
| Returns for 5 years | 15.06 | 37.04 | 41% |
| Returns for 10 years | 33.68 | 58.01 | 58% |
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