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MSFKX vs RLBCX
MSFKX vs RLBCX Comparison
Open Charts MSFKX vs RLBCX
MFS Total Return R6
Price$19.65
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.64B
American Funds American Balanced R3
Price$36.81
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
MSFKX vs RLBCX Comparison Chart in %
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MSFKX vs. RLBCX commentary
Aug 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. MSFKX (7.64B). MSFKX pays higher dividends than RLBCX: MSFKX (2.63) vs RLBCX (1.56). 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). 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 : 10.44 vs. MSFKX (2.24). RLBCX return over 5 years is better than : 34.86 vs. MSFKX (11.54).
| 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 | 5.873 | 8.418 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.64B | 252B | 3% |
| Annual Yield % from dividends | 2.63 | 1.56 | 169% |
| Returns for 1 year | 2.24 | 10.44 | 21% |
| Returns for 3 years | 10.27 | 30.17 | 34% |
| Returns for 5 years | 11.54 | 34.86 | 33% |
| Returns for 10 years | 36.93 | 61.84 | 60% |
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