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MTRBX vs RLBBX
MTRBX vs RLBBX Comparison
Open Charts MTRBX vs RLBBX
MFS Total Return B
Price$19.23
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.55B
American Funds American Balanced R2
Price$35.42
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
MTRBX vs RLBBX Comparison Chart
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MTRBX vs. RLBBX commentary
Jun 07, 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: 244B vs. MTRBX (7.55B). MTRBX pays higher dividends than RLBBX: MTRBX (1.56) vs RLBBX (1.23). 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 : 6.11 vs. MTRBX (-0.89). RLBBX return over 5 years is better than : 30.42 vs. MTRBX (4.03).
| 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 | 2.164 | 4.244 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 244B | 3% |
| Annual Yield % from dividends | 1.56 | 1.23 | 127% |
| Returns for 1 year | -0.89 | 6.11 | -15% |
| Returns for 3 years | 2.84 | 20.80 | 14% |
| Returns for 5 years | 4.03 | 30.42 | 13% |
| Returns for 10 years | 19.99 | 52.54 | 38% |
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