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MSFKX vs RLBEX
MSFKX vs RLBEX Comparison
Open Charts MSFKX vs RLBEX
MFS Total Return R6
Price$20.28
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.79B
American Funds American Balanced R4
Price$39.03
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
MSFKX vs RLBEX Comparison Chart in %
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MSFKX vs. RLBEX commentary
Oct 09, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. MSFKX (7.79B). MSFKX pays higher dividends than RLBEX: MSFKX (2.62) vs RLBEX (1.74). 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 : 9.91 vs. MSFKX (2.03). RLBEX return over 5 years is better than : 42.47 vs. MSFKX (12.92).
| 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 | 9.679 | 14.896 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.79B | 266B | 3% |
| Annual Yield % from dividends | 2.62 | 1.74 | 150% |
| Returns for 1 year | 2.03 | 9.91 | 20% |
| Returns for 3 years | 22.36 | 51.76 | 43% |
| Returns for 5 years | 12.92 | 42.47 | 30% |
| Returns for 10 years | 44.44 | 79.56 | 56% |
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