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MSFKX vs RLBBX
MSFKX vs RLBBX Comparison
Open Charts MSFKX vs RLBBX
MFS Total Return R6
Price$20.06
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$33.98
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
MSFKX vs RLBBX Comparison Chart
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MSFKX vs. RLBBX commentary
Dec 19, 2024
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 MSFKX is a Hold and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. MSFKX (7.88B). MSFKX pays higher dividends than RLBBX: MSFKX (2.61) vs RLBBX (1.58). MSFKX was incepted earlier than RLBBX: MSFKX (13 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MSFKX (43.00). MSFKX has a lower initial minimum investment than RLBBX: MSFKX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 8.88 vs. MSFKX (6.46). RLBBX return over 5 years is better than : 25.60 vs. MSFKX (14.71).
| MSFKX | RLBBX | MSFKX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 9.277 | 8.432 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.88B | 241B | 3% |
| Annual Yield % from dividends | 2.61 | 1.58 | 165% |
| Returns for 1 year | 6.46 | 8.88 | 73% |
| Returns for 3 years | 3.69 | 7.68 | 48% |
| Returns for 5 years | 14.71 | 25.60 | 57% |
| Returns for 10 years | 38.23 | 37.76 | 101% |