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MSFKX vs RLBCX
MSFKX vs RLBCX Comparison
Open Charts MSFKX vs RLBCX
MFS Total Return R6
Price$20.77
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$35.90
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
MSFKX vs RLBCX Comparison Chart
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MSFKX vs. RLBCX 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. MSFKX (8.05B). MSFKX pays higher dividends than RLBCX: MSFKX (2.61) vs RLBCX (1.98). MSFKX was incepted earlier than RLBCX: MSFKX (12 years) vs RLBCX (22 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 : 20.49 vs. MSFKX (14.03). RLBCX return over 5 years is better than : 33.23 vs. MSFKX (17.38).
| MSFKX | RLBCX | MSFKX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 11.045 | 13.748 | 80% |
| 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 | 1.98 | 132% |
| Returns for 1 year | 14.03 | 20.49 | 68% |
| Returns for 3 years | -2.59 | 9.74 | -27% |
| Returns for 5 years | 17.38 | 33.23 | 52% |
| Returns for 10 years | 42.05 | 48.12 | 87% |
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