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MSFKX vs RLBCX
MSFKX vs RLBCX Comparison
Open Charts MSFKX vs RLBCX
MFS Total Return R6
Price$18.34
Change+$0.15 (+0.82%)
VolumeN/A
Net Assets7.27B
American Funds American Balanced R3
Price$32.90
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
MSFKX vs RLBCX Comparison Chart
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MSFKX vs. RLBCX commentary
Apr 12, 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: 224B vs. MSFKX (7.27B). MSFKX pays higher dividends than RLBCX: MSFKX (2.62) vs RLBCX (1.69). 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). RLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFKX (53.00). 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 : 2.00 vs. MSFKX (-1.60). RLBCX return over 5 years is better than : 34.98 vs. MSFKX (15.27).
| 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 | -1.181 | -2.292 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.27B | 224B | 3% |
| Annual Yield % from dividends | 2.62 | 1.69 | 155% |
| Returns for 1 year | -1.60 | 2.00 | -80% |
| Returns for 3 years | -0.40 | 10.59 | -4% |
| Returns for 5 years | 15.27 | 34.98 | 44% |
| Returns for 10 years | 27.73 | 44.91 | 62% |
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