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MSFHX vs RLBBX
MSFHX vs RLBBX Comparison
Open Charts MSFHX vs RLBBX
MFS Total Return R3
Price$20.16
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
MSFHX vs RLBBX Comparison Chart in %
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MSFHX vs. RLBBX commentary
Oct 19, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. MSFHX (7.64B). MSFHX pays higher dividends than RLBBX: MSFHX (2.31) vs RLBBX (1.11). MSFHX was incepted earlier than RLBBX: MSFHX (21 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than MSFHX (0.72). MSFHX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). MSFHX has a lower initial minimum investment than RLBBX: MSFHX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 7.84 vs. MSFHX (-0.80). RLBBX return over 5 years is better than : 37.69 vs. MSFHX (9.98).
| MSFHX | RLBBX | MSFHX / RLBBX | |
| Total Expense Ratio | 0.72 | 1.32 | 55% |
| Annual Report Gross Expense Ratio | 0.72 | 1.32 | 55% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 8.485 | 13.938 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.64B | 265B | 3% |
| Annual Yield % from dividends | 2.31 | 1.11 | 209% |
| Returns for 1 year | -0.80 | 7.84 | -10% |
| Returns for 3 years | 19.14 | 47.43 | 40% |
| Returns for 5 years | 9.98 | 37.69 | 26% |
| Returns for 10 years | 38.22 | 67.64 | 57% |