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MSFJX vs RLBGX
MSFJX vs RLBGX Comparison
Open Charts MSFJX vs RLBGX
MFS Total Return R4
Price$20.33
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.86
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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MSFJX vs RLBGX Comparison Chart
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MSFJX vs. RLBGX commentary
Sep 16, 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 StrongBuy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. MSFJX (8.04B). RLBGX (2.55) and MSFJX (2.54) have matching dividends . MSFJX was incepted earlier than RLBGX: MSFJX (19 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (43.00). MSFJX has a lower initial minimum investment than RLBGX: MSFJX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 20.40 vs. MSFJX (11.01). RLBGX return over 5 years is better than : 39.85 vs. MSFJX (17.54).
| MSFJX | RLBGX | MSFJX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 9.111 | 13.191 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.04B | 234B | 3% |
| Annual Yield % from dividends | 2.54 | 2.55 | 99% |
| Returns for 1 year | 11.01 | 20.40 | 54% |
| Returns for 3 years | -2.06 | 13.12 | -16% |
| Returns for 5 years | 17.54 | 39.85 | 44% |
| Returns for 10 years | 40.29 | 54.80 | 74% |