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MSFJX vs RLBAX
MSFJX vs RLBAX Comparison
Open Charts MSFJX vs RLBAX
MFS Total Return R4
Price$20.85
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$36.25
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
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MSFJX vs RLBAX Comparison Chart
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MSFJX vs. RLBAX commentary
Oct 18, 2024
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 MSFJX is a Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 239B vs. MSFJX (8.14B). MSFJX pays higher dividends than RLBAX: MSFJX (2.54) vs RLBAX (1.59). MSFJX was incepted earlier than RLBAX: MSFJX (20 years) vs RLBAX (22 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (43.00). MSFJX has a lower initial minimum investment than RLBAX: MSFJX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 24.35 vs. MSFJX (16.67). RLBAX return over 5 years is better than : 36.65 vs. MSFJX (20.17).
| MSFJX | RLBAX | MSFJX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 11.194 | 14.627 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 239B | 3% |
| Annual Yield % from dividends | 2.54 | 1.59 | 160% |
| Returns for 1 year | 16.67 | 24.35 | 68% |
| Returns for 3 years | -1.20 | 12.61 | -9% |
| Returns for 5 years | 20.17 | 36.65 | 55% |
| Returns for 10 years | 47.56 | 54.41 | 87% |
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