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MSFHX vs RLBAX
MSFHX vs RLBAX Comparison
Open Charts MSFHX vs RLBAX
MFS Total Return R3
Price$20.09
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MSFHX vs RLBAX Comparison Chart in %
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MSFHX vs. RLBAX commentary
Sep 08, 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: 259B vs. MSFHX (7.75B). MSFHX pays higher dividends than RLBAX: MSFHX (2.28) vs RLBAX (1.15). 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 : 9.12 vs. MSFHX (0.64). RLBAX return over 5 years is better than : 35.40 vs. MSFHX (11.38).
| 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 | 7.864 | 10.805 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 259B | 3% |
| Annual Yield % from dividends | 2.28 | 1.15 | 198% |
| Returns for 1 year | 0.64 | 9.12 | 7% |
| Returns for 3 years | 14.88 | 37.15 | 40% |
| Returns for 5 years | 11.38 | 35.40 | 32% |
| Returns for 10 years | 39.92 | 67.71 | 59% |
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