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MSFJX vs RLBAX
MSFJX vs RLBAX Comparison
Open Charts MSFJX vs RLBAX
MFS Total Return R4
Price$20.13
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MSFJX vs RLBAX Comparison Chart in %
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MSFJX vs. RLBAX commentary
Sep 09, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. MSFJX (7.75B). MSFJX pays higher dividends than RLBAX: MSFJX (2.51) vs RLBAX (1.15). MSFJX was incepted earlier than RLBAX: MSFJX (20 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than MSFJX (0.47). MSFJX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). MSFJX has a lower initial minimum investment than RLBAX: MSFJX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 10.89 vs. MSFJX (1.74). RLBAX return over 5 years is better than : 36.32 vs. MSFJX (13.35).
| MSFJX | RLBAX | MSFJX / RLBAX | |
| Total Expense Ratio | 0.47 | 1.31 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.31 | 36% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 8.198 | 11.248 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 259B | 3% |
| Annual Yield % from dividends | 2.51 | 1.15 | 218% |
| Returns for 1 year | 1.74 | 10.89 | 16% |
| Returns for 3 years | 13.26 | 34.52 | 38% |
| Returns for 5 years | 13.35 | 36.32 | 37% |
| Returns for 10 years | 44.15 | 68.88 | 64% |
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