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MSFKX vs RLBEX
MSFKX vs RLBEX Comparison
Open Charts MSFKX vs RLBEX
MFS Total Return R6
Price$19.94
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MSFKX vs RLBEX Comparison Chart in %
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MSFKX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. MSFKX (7.73B). MSFKX pays higher dividends than RLBEX: MSFKX (2.63) vs RLBEX (1.81). MSFKX was incepted earlier than RLBEX: MSFKX (13 years) vs RLBEX (23 years). RLBEX (0.59) is less costly to investors than MSFKX (0.40). MSFKX is a more actively managed with annual turnover of: 53.00 vs. RLBEX (44.00). 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 : 7.95 vs. MSFKX (1.59). RLBEX return over 5 years is better than : 37.99 vs. MSFKX (12.50).
| MSFKX | RLBEX | MSFKX / RLBEX | |
| Total Expense Ratio | 0.40 | 0.59 | 68% |
| Annual Report Gross Expense Ratio | 0.40 | 0.59 | 68% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 7.218 | 9.737 | 74% |
| 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 | 1.81 | 145% |
| Returns for 1 year | 1.59 | 7.95 | 20% |
| Returns for 3 years | 8.37 | 29.52 | 28% |
| Returns for 5 years | 12.50 | 37.99 | 33% |
| Returns for 10 years | 38.36 | 68.32 | 56% |
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