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MSFKX vs RLBCX
MSFKX vs RLBCX Comparison
Open Charts MSFKX vs RLBCX
MFS Total Return R6
Price$20.29
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets7.66B
American Funds American Balanced R3
Price$39.57
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
MSFKX vs RLBCX Comparison Chart in %
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MSFKX vs. RLBCX commentary
Dec 04, 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. MSFKX (7.66B). MSFKX pays higher dividends than RLBCX: MSFKX (2.64) vs RLBCX (1.44). MSFKX was incepted earlier than RLBCX: MSFKX (14 years) vs RLBCX (24 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 : 8.93 vs. MSFKX (-1.71). RLBCX return over 5 years is better than : 37.26 vs. MSFKX (7.08).
| MSFKX | RLBCX | MSFKX / RLBCX | |
| Total Expense Ratio | 0.40 | 0.89 | 45% |
| Annual Report Gross Expense Ratio | 0.40 | 0.89 | 45% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 9.261 | 16.253 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.66B | 269B | 3% |
| Annual Yield % from dividends | 2.64 | 1.44 | 183% |
| Returns for 1 year | -1.71 | 8.93 | -19% |
| Returns for 3 years | 10.90 | 39.00 | 28% |
| Returns for 5 years | 7.08 | 37.26 | 19% |
| Returns for 10 years | 41.75 | 71.11 | 59% |
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