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MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$20.33
Change-$0.13 (-0.64%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$34.50
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
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MSFJX vs RLBBX Comparison Chart
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MSFJX vs. RLBBX commentary
Sep 08, 2024
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: 228B vs. MSFJX (7.97B). MSFJX pays higher dividends than RLBBX: MSFJX (2.54) vs RLBBX (1.58). MSFJX was incepted earlier than RLBBX: MSFJX (19 years) vs RLBBX (22 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (43.00). 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 : 17.94 vs. MSFJX (11.40). RLBBX return over 5 years is better than : 31.51 vs. MSFJX (17.57).
| MSFJX | RLBBX | MSFJX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 8.686 | 10.335 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.97B | 228B | 3% |
| Annual Yield % from dividends | 2.54 | 1.58 | 160% |
| Returns for 1 year | 11.40 | 17.94 | 64% |
| Returns for 3 years | -3.68 | 7.21 | -51% |
| Returns for 5 years | 17.57 | 31.51 | 56% |
| Returns for 10 years | 39.44 | 42.95 | 92% |