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MSFKX vs RLBBX
MSFKX vs RLBBX Comparison
Open Charts MSFKX vs RLBBX
MFS Total Return R6
Price$18.34
Change+$0.15 (+0.82%)
VolumeN/A
Net Assets7.27B
American Funds American Balanced R2
Price$32.84
Change+$0.36 (+1.11%)
VolumeN/A
Net Assets223.62B
MSFKX vs RLBBX Comparison Chart
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MSFKX vs. RLBBX commentary
Apr 12, 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 MSFKX is a Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 224B vs. MSFKX (7.27B). MSFKX pays higher dividends than RLBBX: MSFKX (2.62) vs RLBBX (1.27). MSFKX was incepted earlier than RLBBX: MSFKX (13 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than MSFKX (0.40). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MSFKX (53.00). 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 : 1.57 vs. MSFKX (-1.60). RLBBX return over 5 years is better than : 32.58 vs. MSFKX (15.27).
| MSFKX | RLBBX | MSFKX / RLBBX | |
| Total Expense Ratio | 0.40 | 1.33 | 30% |
| Annual Report Gross Expense Ratio | 0.40 | 1.33 | 30% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -1.181 | -2.402 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.27B | 224B | 3% |
| Annual Yield % from dividends | 2.62 | 1.27 | 207% |
| Returns for 1 year | -1.60 | 1.57 | -102% |
| Returns for 3 years | -0.40 | 9.45 | -4% |
| Returns for 5 years | 15.27 | 32.58 | 47% |
| Returns for 10 years | 27.73 | 41.45 | 67% |
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