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MSFKX vs RLBEX
MSFKX vs RLBEX Comparison
Open Charts MSFKX vs RLBEX
MFS Total Return R6
Price$20.06
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
MSFKX vs RLBEX Comparison Chart
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MSFKX vs. RLBEX 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 RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. MSFKX (7.88B). MSFKX pays higher dividends than RLBEX: MSFKX (2.61) vs RLBEX (2.24). MSFKX was incepted earlier than RLBEX: MSFKX (13 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. MSFKX (43.00). MSFKX has a lower initial minimum investment than RLBEX: MSFKX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 9.70 vs. MSFKX (6.46). RLBEX return over 5 years is better than : 29.54 vs. MSFKX (14.71).
| MSFKX | RLBEX | MSFKX / RLBEX | |
| 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 | 9.220 | 101% |
| 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 | 2.24 | 117% |
| Returns for 1 year | 6.46 | 9.70 | 67% |
| Returns for 3 years | 3.69 | 9.42 | 39% |
| Returns for 5 years | 14.71 | 29.54 | 50% |
| Returns for 10 years | 38.23 | 45.23 | 85% |
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