Interact to see
Advertisement
Advertisement
MSFJX vs RLBBX
MSFJX vs RLBBX Comparison
Open Charts MSFJX vs RLBBX
MFS Total Return R4
Price$19.75
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets7.72B
American Funds American Balanced R2
Price$38.01
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
MSFJX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSFJX vs. RLBBX commentary
Jan 16, 2026
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 Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. MSFJX (7.72B). MSFJX pays higher dividends than RLBBX: MSFJX (2.67) vs RLBBX (1.26). 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 : 13.36 vs. MSFJX (7.41). RLBBX return over 5 years is better than : 32.39 vs. MSFJX (6.73).
| 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 | 2.438 | 2.315 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.72B | 270B | 3% |
| Annual Yield % from dividends | 2.67 | 1.26 | 212% |
| Returns for 1 year | 7.41 | 13.36 | 55% |
| Returns for 3 years | 11.31 | 34.66 | 33% |
| Returns for 5 years | 6.73 | 32.39 | 21% |
| Returns for 10 years | 50.70 | 80.33 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers