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MSFKX vs RLBEX
MSFKX vs RLBEX Comparison
Open Charts MSFKX vs RLBEX
MFS Total Return R6
Price$18.34
Change+$0.15 (+0.82%)
VolumeN/A
Net Assets7.27B
American Funds American Balanced R4
Price$33.06
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
MSFKX vs RLBEX Comparison Chart
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MSFKX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 224B vs. MSFKX (7.27B). MSFKX pays higher dividends than RLBEX: MSFKX (2.62) vs RLBEX (1.97). MSFKX was incepted earlier than RLBEX: MSFKX (13 years) vs RLBEX (23 years). RLBEX (0.60) is less costly to investors than MSFKX (0.40). RLBEX is a more actively managed with annual turnover of: 171.00 vs. MSFKX (53.00). 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 : 2.32 vs. MSFKX (-1.60). RLBEX return over 5 years is better than : 36.76 vs. MSFKX (15.27).
| MSFKX | RLBEX | MSFKX / RLBEX | |
| Total Expense Ratio | 0.40 | 0.60 | 67% |
| Annual Report Gross Expense Ratio | 0.40 | 0.60 | 67% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -1.181 | -2.210 | 53% |
| 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 | 1.97 | 133% |
| Returns for 1 year | -1.60 | 2.32 | -69% |
| Returns for 3 years | -0.40 | 11.42 | -4% |
| Returns for 5 years | 15.27 | 36.76 | 42% |
| Returns for 10 years | 27.73 | 49.34 | 56% |