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MSFKX vs RLBGX
MSFKX vs RLBGX Comparison
Open Charts MSFKX vs RLBGX
MFS Total Return R6
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MSFKX vs RLBGX Comparison Chart in %
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MSFKX vs. RLBGX commentary
Jul 28, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. MSFKX (7.74B). MSFKX pays higher dividends than RLBGX: MSFKX (2.62) vs RLBGX (2.15). MSFKX was incepted earlier than RLBGX: MSFKX (13 years) vs RLBGX (16 years). MSFKX (0.40) is less costly to investors than RLBGX (0.25). MSFKX is a more actively managed with annual turnover of: 53.00 vs. RLBGX (44.00). MSFKX has a lower initial minimum investment than RLBGX: MSFKX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 10.64 vs. MSFKX (2.95). RLBGX return over 5 years is better than : 41.65 vs. MSFKX (14.51).
| MSFKX | RLBGX | MSFKX / RLBGX | |
| Total Expense Ratio | 0.40 | 0.25 | 160% |
| Annual Report Gross Expense Ratio | 0.40 | 0.25 | 160% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 6.970 | 9.228 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 254B | 3% |
| Annual Yield % from dividends | 2.62 | 2.15 | 122% |
| Returns for 1 year | 2.95 | 10.64 | 28% |
| Returns for 3 years | 13.44 | 35.96 | 37% |
| Returns for 5 years | 14.51 | 41.65 | 35% |
| Returns for 10 years | 38.23 | 68.54 | 56% |
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