MSFJX
Price
$19.88
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
RLBAX
Price
$36.52
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
Interact to see
Advertisement

MSFJX vs RLBAX

Header iconMSFJX vs RLBAX Comparison
Open Charts MSFJX vs RLBAXBanner chart's image
MFS Total Return R4
Price$19.88
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
MSFJX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MSFJX vs. RLBAX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B 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 : 7.00 vs. MSFJX (4.02). RLBAX return over 5 years is better than : 37.04 vs. MSFJX (16.51).
MSFJXRLBAXMSFJX / RLBAX
Total Expense Ratio0.471.3136%
Annual Report Gross Expense Ratio0.471.3136%
Fund Existence20 years23 years-
Gain YTD6.3807.65183%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets7.74B252B3%
Annual Yield % from dividends2.541.18216%
Returns for 1 year4.027.0057%
Returns for 3 years14.3932.4544%
Returns for 5 years16.5137.0445%
Returns for 10 years37.0558.0164%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ASMNX20.310.27
+1.35%
AQR Small Cap Momentum Style N
VIGRX227.622.45
+1.09%
Vanguard Growth Index Investor
SUWZX36.230.29
+0.81%
DWS Core Equity R6
GEICX7.400.02
+0.27%
Gabelli Equity Income C
MFWBX18.210.01
+0.05%
MFS Global Total Return B