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MSFKX vs RLBEX
MSFKX vs RLBEX Comparison
Open Charts MSFKX vs RLBEX
MFS Total Return R6
Price$19.90
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.56B
American Funds American Balanced R4
Price$38.74
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
MSFKX vs RLBEX Comparison Chart in %
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MSFKX vs. RLBEX commentary
Nov 20, 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: 263B vs. MSFKX (7.56B). MSFKX pays higher dividends than RLBEX: MSFKX (2.68) vs RLBEX (1.71). 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 : 8.98 vs. MSFKX (-1.05). RLBEX return over 5 years is better than : 38.72 vs. MSFKX (7.87).
| 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 | 8.123 | 14.042 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.56B | 263B | 3% |
| Annual Yield % from dividends | 2.68 | 1.71 | 156% |
| Returns for 1 year | -1.05 | 8.98 | -12% |
| Returns for 3 years | 12.40 | 41.02 | 30% |
| Returns for 5 years | 7.87 | 38.72 | 20% |
| Returns for 10 years | 40.31 | 73.32 | 55% |
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