Interact to see
Advertisement
Advertisement
MTRBX vs RLBBX
MTRBX vs RLBBX Comparison
Open Charts MTRBX vs RLBBX
MFS Total Return B
Price$19.99
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.56B
American Funds American Balanced R2
Price$38.44
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
MTRBX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MTRBX vs. RLBBX 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 MTRBX is a Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. MTRBX (7.56B). MTRBX pays higher dividends than RLBBX: MTRBX (1.62) vs RLBBX (1.09). MTRBX was incepted earlier than RLBBX: MTRBX (32 years) vs RLBBX (24 years). MTRBX (1.47) is less costly to investors than RLBBX (1.32). MTRBX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than MTRBX: RLBBX (250) vs MTRBX (1000). RLBBX annual gain was more profitable for investors over the last year : 8.15 vs. MTRBX (-2.10). RLBBX return over 5 years is better than : 34.47 vs. MTRBX (2.27).
| MTRBX | RLBBX | MTRBX / RLBBX | |
| Total Expense Ratio | 1.47 | 1.32 | 111% |
| Annual Report Gross Expense Ratio | 1.47 | 1.32 | 111% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 7.080 | 13.290 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.56B | 263B | 3% |
| Annual Yield % from dividends | 1.62 | 1.09 | 149% |
| Returns for 1 year | -2.10 | 8.15 | -26% |
| Returns for 3 years | 8.89 | 38.09 | 23% |
| Returns for 5 years | 2.27 | 34.47 | 7% |
| Returns for 10 years | 26.09 | 63.47 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement