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MTRCX vs RLBAX
MTRCX vs RLBAX Comparison
Open Charts MTRCX vs RLBAX
MFS Total Return C
Price$19.19
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets7.53B
American Funds American Balanced R1
Price$34.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.12B
MTRCX vs RLBAX Comparison Chart
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MTRCX vs. RLBAX commentary
May 11, 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 MTRCX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. MTRCX (7.53B). MTRCX pays higher dividends than RLBAX: MTRCX (1.58) vs RLBAX (1.28). MTRCX was incepted earlier than RLBAX: MTRCX (31 years) vs RLBAX (23 years). MTRCX (1.47) is less costly to investors than RLBAX (1.31). MTRCX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than MTRCX: RLBAX (250) vs MTRCX (1000). RLBAX annual gain was more profitable for investors over the last year : 3.43 vs. MTRCX (-1.81). RLBAX return over 5 years is better than : 32.37 vs. MTRCX (10.38).
| MTRCX | RLBAX | MTRCX / RLBAX | |
| Total Expense Ratio | 1.47 | 1.31 | 112% |
| Annual Report Gross Expense Ratio | 1.47 | 1.31 | 112% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 0.916 | 0.096 | 959% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.53B | 234B | 3% |
| Annual Yield % from dividends | 1.58 | 1.28 | 124% |
| Returns for 1 year | -1.81 | 3.43 | -53% |
| Returns for 3 years | 4.01 | 19.38 | 21% |
| Returns for 5 years | 10.38 | 32.37 | 32% |
| Returns for 10 years | 17.97 | 44.68 | 40% |
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