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MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$19.98
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MSFJX vs RLBBX Comparison Chart in %
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MSFJX vs. RLBBX commentary
Jul 27, 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: 254B vs. MSFJX (7.74B). MSFJX pays higher dividends than RLBBX: MSFJX (2.54) vs RLBBX (1.17). 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 : 9.41 vs. MSFJX (2.92). RLBBX return over 5 years is better than : 35.33 vs. MSFJX (14.17).
| 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 | 6.915 | 8.557 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 254B | 3% |
| Annual Yield % from dividends | 2.54 | 1.17 | 217% |
| Returns for 1 year | 2.92 | 9.41 | 31% |
| Returns for 3 years | 13.28 | 32.13 | 41% |
| Returns for 5 years | 14.17 | 35.33 | 40% |
| Returns for 10 years | 37.29 | 58.04 | 64% |
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