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MSFKX vs RLBBX
MSFKX vs RLBBX Comparison
Open Charts MSFKX vs RLBBX
MFS Total Return R6
Price$20.77
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$35.82
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
MSFKX vs RLBBX Comparison Chart
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MSFKX vs. RLBBX commentary
Nov 18, 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 Buy and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. MSFKX (8.05B). MSFKX pays higher dividends than RLBBX: MSFKX (2.61) vs RLBBX (1.58). MSFKX was incepted earlier than RLBBX: MSFKX (12 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 : 20.00 vs. MSFKX (14.03). RLBBX return over 5 years is better than : 30.90 vs. MSFKX (17.38).
| MSFKX | RLBBX | MSFKX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 11.045 | 13.314 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.05B | 236B | 3% |
| Annual Yield % from dividends | 2.61 | 1.58 | 165% |
| Returns for 1 year | 14.03 | 20.00 | 70% |
| Returns for 3 years | -2.59 | 8.71 | -30% |
| Returns for 5 years | 17.38 | 30.90 | 56% |
| Returns for 10 years | 42.05 | 44.74 | 94% |
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