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MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$19.93
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.56B
American Funds American Balanced R2
Price$38.44
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
MSFJX vs RLBBX Comparison Chart in %
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MSFJX vs. RLBBX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. MSFJX (7.56B). MSFJX pays higher dividends than RLBBX: MSFJX (2.61) vs RLBBX (1.09). MSFJX was incepted earlier than RLBBX: MSFJX (21 years) vs RLBBX (24 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 : 8.15 vs. MSFJX (-1.07). RLBBX return over 5 years is better than : 34.47 vs. MSFJX (7.50).
| MSFJX | RLBBX | MSFJX / RLBBX | |
| Total Expense Ratio | 0.47 | 1.32 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.32 | 36% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 8.040 | 13.290 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.56B | 263B | 3% |
| Annual Yield % from dividends | 2.61 | 1.09 | 239% |
| Returns for 1 year | -1.07 | 8.15 | -13% |
| Returns for 3 years | 12.24 | 38.09 | 32% |
| Returns for 5 years | 7.50 | 34.47 | 22% |
| Returns for 10 years | 39.28 | 63.47 | 62% |
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