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MTRBX vs RLBBX
MTRBX vs RLBBX Comparison
Open Charts MTRBX vs RLBBX
MFS Total Return B
Price$19.80
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
American Funds American Balanced R2
Price$36.58
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
MTRBX vs RLBBX Comparison Chart in %
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MTRBX vs. RLBBX commentary
Jul 18, 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: 252B vs. MTRBX (7.65B). MTRBX pays higher dividends than RLBBX: MTRBX (1.54) vs RLBBX (1.17). MTRBX was incepted earlier than RLBBX: MTRBX (32 years) vs RLBBX (23 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 : 6.25 vs. MTRBX (-1.02). RLBBX return over 5 years is better than : 34.69 vs. MTRBX (7.26).
| 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 | 23 years | - |
| Gain YTD | 4.852 | 7.703 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.65B | 252B | 3% |
| Annual Yield % from dividends | 1.54 | 1.17 | 131% |
| Returns for 1 year | -1.02 | 6.25 | -16% |
| Returns for 3 years | 11.10 | 33.45 | 33% |
| Returns for 5 years | 7.26 | 34.69 | 21% |
| Returns for 10 years | 21.50 | 55.41 | 39% |
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