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MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$18.68
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets7.4B
American Funds American Balanced R2
Price$32.98
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
MSFJX vs RLBBX Comparison Chart
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MSFJX vs. RLBBX commentary
Apr 24, 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: 225B vs. MSFJX (7.4B). MSFJX pays higher dividends than RLBBX: MSFJX (2.54) vs RLBBX (1.27). MSFJX was incepted earlier than RLBBX: MSFJX (20 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than MSFJX (0.47). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (53.00). 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 : 0.86 vs. MSFJX (-1.32). RLBBX return over 5 years is better than : 28.51 vs. MSFJX (14.67).
| MSFJX | RLBBX | MSFJX / RLBBX | |
| Total Expense Ratio | 0.47 | 1.33 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.33 | 35% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -1.197 | -4.019 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.4B | 225B | 3% |
| Annual Yield % from dividends | 2.54 | 1.27 | 200% |
| Returns for 1 year | -1.32 | 0.86 | -153% |
| Returns for 3 years | 1.33 | 10.03 | 13% |
| Returns for 5 years | 14.67 | 28.51 | 51% |
| Returns for 10 years | 26.19 | 37.50 | 70% |
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