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MTRBX vs RLBBX
MTRBX vs RLBBX Comparison
Open Charts MTRBX vs RLBBX
MFS Total Return B
Price$20.25
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.76B
American Funds American Balanced R2
Price$38.32
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
MTRBX vs RLBBX Comparison Chart in %
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MTRBX vs. RLBBX commentary
Sep 19, 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: 263B vs. MTRBX (7.76B). MTRBX pays higher dividends than RLBBX: MTRBX (1.54) vs RLBBX (1.15). 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 : 9.32 vs. MTRBX (-0.39). RLBBX return over 5 years is better than : 39.15 vs. MTRBX (8.22).
| 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 | 7.642 | 12.827 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.76B | 263B | 3% |
| Annual Yield % from dividends | 1.54 | 1.15 | 134% |
| Returns for 1 year | -0.39 | 9.32 | -4% |
| Returns for 3 years | 12.55 | 40.20 | 31% |
| Returns for 5 years | 8.22 | 39.15 | 21% |
| Returns for 10 years | 30.84 | 71.18 | 43% |
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