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MTRBX vs RLBBX
MTRBX vs RLBBX Comparison
Open Charts MTRBX vs RLBBX
MFS Total Return B
Price$19.54
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets7.85B
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
MTRBX vs RLBBX Comparison Chart
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MTRBX vs. RLBBX commentary
Feb 23, 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: 242B vs. MTRBX (7.85B). MTRBX (1.60) and RLBBX (1.58) have matching dividends . MTRBX was incepted earlier than RLBBX: MTRBX (32 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 : 8.38 vs. MTRBX (3.10). RLBBX return over 5 years is better than : 26.03 vs. MTRBX (2.06).
| MTRBX | RLBBX | MTRBX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 3.031 | 2.761 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.85B | 242B | 3% |
| Annual Yield % from dividends | 1.60 | 1.58 | 101% |
| Returns for 1 year | 3.10 | 8.38 | 37% |
| Returns for 3 years | -0.66 | 15.67 | -4% |
| Returns for 5 years | 2.06 | 26.03 | 8% |
| Returns for 10 years | 19.65 | 46.57 | 42% |
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