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MSFHX vs RLBAX
MSFHX vs RLBAX Comparison
Open Charts MSFHX vs RLBAX
MFS Total Return R3
Price$19.26
Change-$0.17 (-0.87%)
VolumeN/A
Net Assets7.55B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MSFHX vs RLBAX Comparison Chart
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MSFHX vs. RLBAX commentary
Jun 16, 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: 244B vs. MSFHX (7.55B). MSFHX pays higher dividends than RLBAX: MSFHX (2.35) vs RLBAX (1.23). 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 : 4.45 vs. MSFHX (0.46). RLBAX return over 5 years is better than : 34.05 vs. MSFHX (12.36).
| 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 | 2.780 | 4.085 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 244B | 3% |
| Annual Yield % from dividends | 2.35 | 1.23 | 191% |
| Returns for 1 year | 0.46 | 4.45 | 10% |
| Returns for 3 years | 12.42 | 30.02 | 41% |
| Returns for 5 years | 12.36 | 34.05 | 36% |
| Returns for 10 years | 28.68 | 51.23 | 56% |
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