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MTRBX vs RLBBX
MTRBX vs RLBBX Comparison
Open Charts MTRBX vs RLBBX
MFS Total Return B
Price$18.64
Change+$0.66 (+3.67%)
VolumeN/A
Net Assets7.42B
American Funds American Balanced R2
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets228.54B
MTRBX vs RLBBX Comparison Chart
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MTRBX vs. RLBBX commentary
Apr 11, 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 Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 229B vs. MTRBX (7.42B). MTRBX pays higher dividends than RLBBX: MTRBX (1.52) vs RLBBX (1.27). MTRBX was incepted earlier than RLBBX: MTRBX (32 years) vs RLBBX (23 years). MTRBX (1.47) is less costly to investors than RLBBX (1.33). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (53.00). 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 : -4.31 vs. MTRBX (-7.24). RLBBX return over 5 years is better than : 26.14 vs. MTRBX (5.51).
| MTRBX | RLBBX | MTRBX / RLBBX | |
| Total Expense Ratio | 1.47 | 1.33 | 111% |
| Annual Report Gross Expense Ratio | 1.47 | 1.33 | 111% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -4.942 | -7.136 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.42B | 229B | 3% |
| Annual Yield % from dividends | 1.52 | 1.27 | 120% |
| Returns for 1 year | -7.24 | -4.31 | 168% |
| Returns for 3 years | -7.61 | 3.16 | -241% |
| Returns for 5 years | 5.51 | 26.14 | 21% |
| Returns for 10 years | 10.53 | 34.16 | 31% |
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