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MSFKX vs RLBBX
MSFKX vs RLBBX Comparison
Open Charts MSFKX vs RLBBX
MFS Total Return R6
Price$19.18
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets7.79B
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
MSFKX vs RLBBX Comparison Chart
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MSFKX vs. RLBBX commentary
Jan 19, 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: 240B vs. MSFKX (7.79B). 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 : 11.43 vs. MSFKX (4.84). RLBBX return over 5 years is better than : 25.81 vs. MSFKX (5.91).
| 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 | 1.481 | 1.909 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.79B | 240B | 3% |
| Annual Yield % from dividends | 2.61 | 1.58 | 165% |
| Returns for 1 year | 4.84 | 11.43 | 42% |
| Returns for 3 years | -2.59 | 10.54 | -25% |
| Returns for 5 years | 5.91 | 25.81 | 23% |
| Returns for 10 years | 34.55 | 49.88 | 69% |