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MTRBX vs RAMHX
MTRBX vs RAMHX Comparison
Open Charts MTRBX vs RAMHX
MFS Total Return B
Price$20.73
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$35.95
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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MTRBX vs RAMHX Comparison Chart
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MTRBX vs. RAMHX commentary
Sep 21, 2024
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 MTRBX is a StrongBuy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. MTRBX (8.1B). RAMHX pays higher dividends than MTRBX: RAMHX (1.84) vs MTRBX (1.60). MTRBX was incepted earlier than RAMHX: MTRBX (31 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (43.00). RAMHX has a lower initial minimum investment than MTRBX: RAMHX (250) vs MTRBX (1000). RAMHX annual gain was more profitable for investors over the last year : 20.42 vs. MTRBX (10.93). RAMHX return over 5 years is better than : 35.01 vs. MTRBX (12.14).
| MTRBX | RAMHX | MTRBX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 8.668 | 12.381 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.1B | 236B | 3% |
| Annual Yield % from dividends | 1.60 | 1.84 | 87% |
| Returns for 1 year | 10.93 | 20.42 | 54% |
| Returns for 3 years | -4.38 | 11.25 | -39% |
| Returns for 5 years | 12.14 | 35.01 | 35% |
| Returns for 10 years | 27.02 | 47.05 | 57% |
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