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MSFKX vs RLBCX
MSFKX vs RLBCX Comparison
Open Charts MSFKX vs RLBCX
MFS Total Return R6
Price$20.06
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
MSFKX vs RLBCX Comparison Chart
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MSFKX vs. RLBCX 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. MSFKX (7.88B). MSFKX pays higher dividends than RLBCX: MSFKX (2.61) vs RLBCX (1.98). MSFKX was incepted earlier than RLBCX: MSFKX (13 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFKX (43.00). MSFKX has a lower initial minimum investment than RLBCX: MSFKX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 9.36 vs. MSFKX (6.46). RLBCX return over 5 years is better than : 27.91 vs. MSFKX (14.71).
| MSFKX | RLBCX | MSFKX / RLBCX | |
| 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 | 8.914 | 104% |
| 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 | 1.98 | 132% |
| Returns for 1 year | 6.46 | 9.36 | 69% |
| Returns for 3 years | 3.69 | 8.71 | 42% |
| Returns for 5 years | 14.71 | 27.91 | 53% |
| Returns for 10 years | 38.23 | 41.02 | 93% |
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