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MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$20.10
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
American Funds American Balanced R2
Price$37.63
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MSFJX vs RLBBX Comparison Chart in %
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MSFJX vs. RLBBX commentary
Sep 08, 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: 259B vs. MSFJX (7.75B). MSFJX pays higher dividends than RLBBX: MSFJX (2.51) vs RLBBX (1.15). 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 : 9.11 vs. MSFJX (0.94). RLBBX return over 5 years is better than : 35.40 vs. MSFJX (12.78).
| 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 | 8.037 | 10.795 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 259B | 3% |
| Annual Yield % from dividends | 2.51 | 1.15 | 219% |
| Returns for 1 year | 0.94 | 9.11 | 10% |
| Returns for 3 years | 15.80 | 37.13 | 43% |
| Returns for 5 years | 12.78 | 35.40 | 36% |
| Returns for 10 years | 43.45 | 67.75 | 64% |
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