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MSFKX vs RLBCX
MSFKX vs RLBCX Comparison
Open Charts MSFKX vs RLBCX
MFS Total Return R6
Price$20.15
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.78B
American Funds American Balanced R3
Price$37.48
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
MSFKX vs RLBCX Comparison Chart in %
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MSFKX vs. RLBCX commentary
Aug 29, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 255B vs. MSFKX (7.78B). 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 : 7.72 vs. MSFKX (1.21). RLBCX return over 5 years is better than : 35.59 vs. MSFKX (12.72).
| 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 | 8.454 | 10.391 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.78B | 255B | 3% |
| Annual Yield % from dividends | 2.63 | 1.56 | 169% |
| Returns for 1 year | 1.21 | 7.72 | 16% |
| Returns for 3 years | 14.08 | 34.49 | 41% |
| Returns for 5 years | 12.72 | 35.59 | 36% |
| Returns for 10 years | 44.90 | 70.88 | 63% |
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