MSFHX
Price
$19.87
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
RLBAX
Price
$36.52
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
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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$19.87
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.

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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).
MSFHXRLBAXMSFHX / RLBAX
Total Expense Ratio0.721.3155%
Annual Report Gross Expense Ratio0.721.3155%
Fund Existence20 years23 years-
Gain YTD6.2527.65182%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets7.74B252B3%
Annual Yield % from dividends2.311.18196%
Returns for 1 year3.767.0054%
Returns for 3 years13.5432.4542%
Returns for 5 years15.0637.0441%
Returns for 10 years33.6858.0158%
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