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MTRBX vs RLBBX
MTRBX vs RLBBX Comparison
Open Charts MTRBX vs RLBBX
MFS Total Return B
Price$20.46
Change-$0.08 (-0.39%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$34.80
Change-$0.19 (-0.54%)
VolumeN/A
CapitalizationN/A
MTRBX vs RLBBX Comparison Chart
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MTRBX vs. RLBBX commentary
Dec 19, 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 Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 230B vs. MTRBX (7.91B). MTRBX (1.60) and RLBBX (1.58) have matching dividends . MTRBX was incepted earlier than RLBBX: MTRBX (31 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (43.00). 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 : 11.88 vs. MTRBX (5.32). RLBBX return over 5 years is better than : 28.86 vs. MTRBX (8.72).
| MTRBX | RLBBX | MTRBX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 8.146 | 10.930 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.91B | 230B | 3% |
| Annual Yield % from dividends | 1.60 | 1.58 | 101% |
| Returns for 1 year | 5.32 | 11.88 | 45% |
| Returns for 3 years | 0.39 | 10.16 | 4% |
| Returns for 5 years | 8.72 | 28.86 | 30% |
| Returns for 10 years | 24.12 | 40.94 | 59% |