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MSFKX vs RLBAX
MSFKX vs RLBAX Comparison
Open Charts MSFKX vs RLBAX
MFS Total Return R6
Price$19.84
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
MSFKX vs RLBAX Comparison Chart in %
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MSFKX vs. RLBAX commentary
Jul 07, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. MSFKX (7.74B). MSFKX pays higher dividends than RLBAX: MSFKX (2.62) vs RLBAX (1.18). MSFKX was incepted earlier than RLBAX: MSFKX (13 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than MSFKX (0.40). MSFKX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). MSFKX has a lower initial minimum investment than RLBAX: MSFKX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. MSFKX (4.05). RLBAX return over 5 years is better than : 37.04 vs. MSFKX (16.86).
| MSFKX | RLBAX | MSFKX / RLBAX | |
| Total Expense Ratio | 0.40 | 1.31 | 31% |
| Annual Report Gross Expense Ratio | 0.40 | 1.31 | 31% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 6.433 | 7.651 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 252B | 3% |
| Annual Yield % from dividends | 2.62 | 1.18 | 223% |
| Returns for 1 year | 4.05 | 7.00 | 58% |
| Returns for 3 years | 14.62 | 32.45 | 45% |
| Returns for 5 years | 16.86 | 37.04 | 46% |
| Returns for 10 years | 38.07 | 58.01 | 66% |
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