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MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$20.52
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets7.73B
American Funds American Balanced R2
Price$39.34
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
MSFJX vs RLBBX Comparison Chart in %
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MSFJX vs. RLBBX commentary
Dec 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. MSFJX (7.73B). MSFJX pays higher dividends than RLBBX: MSFJX (2.57) vs RLBBX (1.07). MSFJX was incepted earlier than RLBBX: MSFJX (21 years) vs RLBBX (24 years). RLBBX (1.32) is less costly to investors than MSFJX (0.47). MSFJX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). MSFJX has a lower initial minimum investment than RLBBX: MSFJX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 9.74 vs. MSFJX (1.81). RLBBX return over 5 years is better than : 36.40 vs. MSFJX (8.41).
| MSFJX | RLBBX | MSFJX / RLBBX | |
| Total Expense Ratio | 0.47 | 1.32 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.32 | 36% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 11.066 | 17.386 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 269B | 3% |
| Annual Yield % from dividends | 2.57 | 1.07 | 240% |
| Returns for 1 year | 1.81 | 9.74 | 19% |
| Returns for 3 years | 14.16 | 40.84 | 35% |
| Returns for 5 years | 8.41 | 36.40 | 23% |
| Returns for 10 years | 46.72 | 72.64 | 64% |
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