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MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$19.11
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets7.61B
American Funds American Balanced R2
Price$34.59
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets238.54B
MSFJX vs RLBBX Comparison Chart
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MSFJX vs. RLBBX commentary
May 15, 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 MSFJX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 239B vs. MSFJX (7.61B). MSFJX pays higher dividends than RLBBX: MSFJX (2.61) vs RLBBX (1.27). MSFJX was incepted earlier than RLBBX: MSFJX (20 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than MSFJX (0.47). MSFJX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). MSFJX has a lower initial minimum investment than RLBBX: MSFJX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 5.33 vs. MSFJX (0.28). RLBBX return over 5 years is better than : 36.80 vs. MSFJX (19.40).
| MSFJX | RLBBX | MSFJX / RLBBX | |
| Total Expense Ratio | 0.47 | 1.32 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.32 | 36% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 2.385 | 1.980 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.61B | 239B | 3% |
| Annual Yield % from dividends | 2.61 | 1.27 | 205% |
| Returns for 1 year | 0.28 | 5.33 | 5% |
| Returns for 3 years | 7.53 | 20.52 | 37% |
| Returns for 5 years | 19.40 | 36.80 | 53% |
| Returns for 10 years | 30.39 | 46.21 | 66% |
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