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MSFHX vs RLBAX
MSFHX vs RLBAX Comparison
Open Charts MSFHX vs RLBAX
MFS Total Return R3
Price$19.96
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
MSFHX vs RLBAX Comparison Chart in %
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MSFHX vs. RLBAX commentary
Aug 18, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. MSFHX (7.73B). MSFHX pays higher dividends than RLBAX: MSFHX (2.32) vs RLBAX (1.17). 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 : 7.15 vs. MSFHX (1.26). RLBAX return over 5 years is better than : 33.77 vs. MSFHX (10.72).
| 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 | 6.951 | 9.243 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 256B | 3% |
| Annual Yield % from dividends | 2.32 | 1.17 | 199% |
| Returns for 1 year | 1.26 | 7.15 | 18% |
| Returns for 3 years | 7.36 | 27.06 | 27% |
| Returns for 5 years | 10.72 | 33.77 | 32% |
| Returns for 10 years | 33.90 | 59.12 | 57% |
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