MSFHX
Price
$19.97
Change
+$0.04 (+0.20%)
Updated
Jul 25 closing price
Net Assets
7.74B
RLBAX
Price
$36.83
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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MSFHX vs RLBAX

Header iconMSFHX vs RLBAX Comparison
Open Charts MSFHX vs RLBAXBanner chart's image
MFS Total Return R3
Price$19.97
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MSFHX vs RLBAX Comparison Chart in %
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MSFHX vs. RLBAX commentary
Jul 27, 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 StrongBuy and RLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B 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 : 9.42 vs. MSFHX (2.66). RLBAX return over 5 years is better than : 35.28 vs. MSFHX (12.75).
MSFHXRLBAXMSFHX / RLBAX
Total Expense Ratio0.721.3155%
Annual Report Gross Expense Ratio0.721.3155%
Fund Existence20 years23 years-
Gain YTD6.7878.56579%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets7.74B254B3%
Annual Yield % from dividends2.311.18196%
Returns for 1 year2.669.4228%
Returns for 3 years12.4432.1439%
Returns for 5 years12.7535.2836%
Returns for 10 years33.8458.0658%
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