Ad is loading...
MTRBX vs RLBBX
MTRBX vs RLBBX Comparison
Open Charts MTRBX vs RLBBX
MFS Total Return B
Price$20.97
Change+$0.02 (+0.10%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$36.31
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
MTRBX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MTRBX vs. RLBBX commentary
Nov 14, 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 Buy and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. MTRBX (8.1B). 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 : 23.84 vs. MTRBX (15.59). RLBBX return over 5 years is better than : 33.77 vs. MTRBX (12.30).
| 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 | 10.565 | 15.022 | 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 | 240B | 3% |
| Annual Yield % from dividends | 1.60 | 1.58 | 101% |
| Returns for 1 year | 15.59 | 23.84 | 65% |
| Returns for 3 years | -5.32 | 10.28 | -52% |
| Returns for 5 years | 12.30 | 33.77 | 36% |
| Returns for 10 years | 28.57 | 47.38 | 60% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GCMUX | 41.44 | N/A | N/A |
| Goldman Sachs Mid Cap Value R6 | |||
| CWMAX | 65.25 | -0.44 | -0.67% |
| American Funds Washington Mutual 529A | |||
| MLOAX | 8.89 | -0.06 | -0.67% |
| Cohen & Steers Future of Energy A | |||
| FKAIX | 55.54 | -0.53 | -0.95% |
| Federated Hermes Kaufmann Small Cap IS | |||
| TASVX | 20.41 | -0.27 | -1.31% |
| PGIM Quant Solutions Small-Cap Val Z | |||