MSFJX
Price
$19.98
Change
+$0.03 (+0.15%)
Updated
Jul 25 closing price
Net Assets
7.74B
RLBAX
Price
$36.83
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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MSFJX vs RLBAX

Header iconMSFJX vs RLBAX Comparison
Open Charts MSFJX vs RLBAXBanner chart's image
MFS Total Return R4
Price$19.98
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MSFJX vs RLBAX Comparison Chart in %
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MSFJX vs. RLBAX commentary
Jul 27, 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 StrongBuy and RLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. MSFJX (7.74B). MSFJX pays higher dividends than RLBAX: MSFJX (2.54) vs RLBAX (1.18). 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 : 9.42 vs. MSFJX (2.92). RLBAX return over 5 years is better than : 35.28 vs. MSFJX (14.17).
MSFJXRLBAXMSFJX / RLBAX
Total Expense Ratio0.471.3136%
Annual Report Gross Expense Ratio0.471.3136%
Fund Existence20 years23 years-
Gain YTD6.9158.56581%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets7.74B254B3%
Annual Yield % from dividends2.541.18216%
Returns for 1 year2.929.4231%
Returns for 3 years13.2832.1441%
Returns for 5 years14.1735.2840%
Returns for 10 years37.2958.0664%
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