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MTRBX vs RLBGX
MTRBX vs RLBGX Comparison
Open Charts MTRBX vs RLBGX
MFS Total Return B
Price$20.73
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.14
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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MTRBX vs RLBGX Comparison Chart
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MTRBX vs. RLBGX commentary
Sep 21, 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 StrongBuy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. MTRBX (8.1B). RLBGX pays higher dividends than MTRBX: RLBGX (2.55) vs MTRBX (1.60). MTRBX was incepted earlier than RLBGX: MTRBX (31 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (43.00). RLBGX has a lower initial minimum investment than MTRBX: RLBGX (250) vs MTRBX (1000). RLBGX annual gain was more profitable for investors over the last year : 21.42 vs. MTRBX (10.93). RLBGX return over 5 years is better than : 39.44 vs. MTRBX (12.14).
| MTRBX | RLBGX | MTRBX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 15 years | - |
| Gain YTD | 8.668 | 13.026 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.1B | 236B | 3% |
| Annual Yield % from dividends | 1.60 | 2.55 | 63% |
| Returns for 1 year | 10.93 | 21.42 | 51% |
| Returns for 3 years | -4.38 | 13.20 | -33% |
| Returns for 5 years | 12.14 | 39.44 | 31% |
| Returns for 10 years | 27.02 | 53.66 | 50% |
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