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FBAFX vs MSFKX
FBAFX vs MSFKX Comparison
Open Charts FBAFX vs MSFKX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
MFS Total Return R6
Price$20.66
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
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FBAFX vs MSFKX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. MSFKX (8.1B). MSFKX pays higher dividends than FBAFX: MSFKX (2.61) vs FBAFX (2.47). FBAFX was incepted earlier than MSFKX: FBAFX (4 years) vs MSFKX (12 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. MSFKX (43.00). MSFKX has a lower initial minimum investment than FBAFX: MSFKX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 21.28 vs. MSFKX (12.09).
| FBAFX | MSFKX | FBAFX / MSFKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | 12.953 | 9.503 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.1B | 2,913% |
| Annual Yield % from dividends | 2.47 | 2.61 | 95% |
| Returns for 1 year | 21.28 | 12.09 | 176% |
| Returns for 3 years | 14.69 | -1.24 | -1,188% |
| Returns for 5 years | N/A | 18.31 | - |
| Returns for 10 years | N/A | 41.36 | - |