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MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$19.60
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets7.61B
American Funds American Balanced R2
Price$36.12
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
MSFJX vs RLBBX Comparison Chart in %
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MSFJX vs. RLBBX commentary
Jun 27, 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: 248B vs. MSFJX (7.61B). MSFJX pays higher dividends than RLBBX: MSFJX (2.58) vs RLBBX (1.23). 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 : 6.56 vs. MSFJX (2.01). RLBBX return over 5 years is better than : 38.27 vs. MSFJX (16.12).
| 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 | 3.952 | 6.349 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.61B | 248B | 3% |
| Annual Yield % from dividends | 2.58 | 1.23 | 210% |
| Returns for 1 year | 2.01 | 6.56 | 31% |
| Returns for 3 years | 11.64 | 30.12 | 39% |
| Returns for 5 years | 16.12 | 38.27 | 42% |
| Returns for 10 years | 34.54 | 56.73 | 61% |
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