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MSFKX vs RLBCX
MSFKX vs RLBCX Comparison
Open Charts MSFKX vs RLBCX
MFS Total Return R6
Price$19.94
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MSFKX vs RLBCX Comparison Chart in %
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MSFKX vs. RLBCX commentary
Aug 18, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. MSFKX (7.73B). MSFKX pays higher dividends than RLBCX: MSFKX (2.63) vs RLBCX (1.56). MSFKX was incepted earlier than RLBCX: MSFKX (13 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than MSFKX (0.40). MSFKX is a more actively managed with annual turnover of: 53.00 vs. RLBCX (44.00). 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 : 7.61 vs. MSFKX (1.59). RLBCX return over 5 years is better than : 36.26 vs. MSFKX (12.50).
| MSFKX | RLBCX | MSFKX / RLBCX | |
| Total Expense Ratio | 0.40 | 0.89 | 45% |
| Annual Report Gross Expense Ratio | 0.40 | 0.89 | 45% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 7.218 | 9.537 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 256B | 3% |
| Annual Yield % from dividends | 2.63 | 1.56 | 169% |
| Returns for 1 year | 1.59 | 7.61 | 21% |
| Returns for 3 years | 8.37 | 28.47 | 29% |
| Returns for 5 years | 12.50 | 36.26 | 34% |
| Returns for 10 years | 38.36 | 63.18 | 61% |
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