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MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$20.80
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$35.82
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
MSFJX vs RLBBX Comparison Chart
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MSFJX vs. RLBBX commentary
Nov 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. MSFJX (8.05B). 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 : 20.00 vs. MSFJX (13.91). RLBBX return over 5 years is better than : 30.90 vs. MSFJX (16.96).
| 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 | 10.955 | 13.314 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.05B | 236B | 3% |
| Annual Yield % from dividends | 2.54 | 1.58 | 160% |
| Returns for 1 year | 13.91 | 20.00 | 70% |
| Returns for 3 years | -2.82 | 8.71 | -32% |
| Returns for 5 years | 16.96 | 30.90 | 55% |
| Returns for 10 years | 40.92 | 44.74 | 91% |
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