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MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$19.21
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets7.79B
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
MSFJX vs RLBBX Comparison Chart
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MSFJX vs. RLBBX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. MSFJX (7.79B). MSFJX pays higher dividends than RLBBX: MSFJX (2.54) vs RLBBX (1.58). MSFJX was incepted earlier than RLBBX: MSFJX (20 years) vs RLBBX (23 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 : 11.43 vs. MSFJX (4.75). RLBBX return over 5 years is better than : 25.81 vs. MSFJX (5.49).
| MSFJX | RLBBX | MSFJX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 1.426 | 1.909 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.79B | 240B | 3% |
| Annual Yield % from dividends | 2.54 | 1.58 | 160% |
| Returns for 1 year | 4.75 | 11.43 | 42% |
| Returns for 3 years | -2.81 | 10.54 | -27% |
| Returns for 5 years | 5.49 | 25.81 | 21% |
| Returns for 10 years | 33.57 | 49.88 | 67% |
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