Ad is loading...
MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$18.99
Change-$0.39 (-2.01%)
VolumeN/A
Net Assets7.75B
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
MSFJX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MSFJX vs. RLBBX commentary
Apr 04, 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: 235B vs. MSFJX (7.75B). MSFJX pays higher dividends than RLBBX: MSFJX (2.54) vs RLBBX (1.27). MSFJX was incepted earlier than RLBBX: MSFJX (20 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than MSFJX (0.47). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (53.00). MSFJX has a lower initial minimum investment than RLBBX: MSFJX (0) vs RLBBX (250). MSFJX annual gain was more profitable for investors over the last year : 1.10 vs. RLBBX (0.60). RLBBX return over 5 years is better than : 41.66 vs. MSFJX (29.55).
| MSFJX | RLBBX | MSFJX / RLBBX | |
| Total Expense Ratio | 0.47 | 1.33 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.33 | 35% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 3.002 | -2.343 | -128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 235B | 3% |
| Annual Yield % from dividends | 2.54 | 1.27 | 200% |
| Returns for 1 year | 1.10 | 0.60 | 184% |
| Returns for 3 years | 1.98 | 7.26 | 27% |
| Returns for 5 years | 29.55 | 41.66 | 71% |
| Returns for 10 years | 32.49 | 41.83 | 78% |
View a ticker or compare two or three
VS
VS
Ad is loading...