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MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$19.97
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MSFJX vs RLBBX Comparison Chart in %
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MSFJX vs. RLBBX commentary
Aug 16, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 256B vs. MSFJX (7.74B). MSFJX pays higher dividends than RLBBX: MSFJX (2.56) vs RLBBX (1.16). 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 : 7.14 vs. MSFJX (1.72). RLBBX return over 5 years is better than : 33.77 vs. MSFJX (12.33).
| 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 | 7.317 | 9.234 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 256B | 3% |
| Annual Yield % from dividends | 2.56 | 1.16 | 220% |
| Returns for 1 year | 1.72 | 7.14 | 24% |
| Returns for 3 years | 8.38 | 27.06 | 31% |
| Returns for 5 years | 12.33 | 33.77 | 37% |
| Returns for 10 years | 37.55 | 59.09 | 64% |
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