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MSFKX vs RLBEX
MSFKX vs RLBEX Comparison
Open Charts MSFKX vs RLBEX
MFS Total Return R6
Price$19.84
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MSFKX vs RLBEX Comparison Chart in %
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MSFKX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. MSFKX (7.74B). MSFKX pays higher dividends than RLBEX: MSFKX (2.62) vs RLBEX (1.83). 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 : 7.86 vs. MSFKX (4.05). RLBEX return over 5 years is better than : 41.38 vs. MSFKX (16.86).
| 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 | 6.433 | 8.064 | 80% |
| 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 | 1.83 | 143% |
| Returns for 1 year | 4.05 | 7.86 | 52% |
| Returns for 3 years | 14.62 | 35.05 | 42% |
| Returns for 5 years | 16.86 | 41.38 | 41% |
| Returns for 10 years | 38.07 | 67.17 | 57% |
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