Interact to see
Advertisement
Advertisement
MTRCX vs RLBBX
MTRCX vs RLBBX Comparison
Open Charts MTRCX vs RLBBX
MFS Total Return C
Price$19.94
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.65B
American Funds American Balanced R2
Price$36.81
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.84B
MTRCX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MTRCX vs. RLBBX commentary
Aug 12, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 254B vs. MTRCX (7.65B). MTRCX pays higher dividends than RLBBX: MTRCX (1.57) vs RLBBX (1.16). MTRCX was incepted earlier than RLBBX: MTRCX (31 years) vs RLBBX (23 years). MTRCX (1.47) is less costly to investors than RLBBX (1.32). MTRCX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than MTRCX: RLBBX (250) vs MTRCX (1000). RLBBX annual gain was more profitable for investors over the last year : 8.75 vs. MTRCX (0.76). RLBBX return over 5 years is better than : 32.27 vs. MTRCX (5.33).
| MTRCX | RLBBX | MTRCX / RLBBX | |
| Total Expense Ratio | 1.47 | 1.32 | 111% |
| Annual Report Gross Expense Ratio | 1.47 | 1.32 | 111% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 5.349 | 8.381 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.65B | 254B | 3% |
| Annual Yield % from dividends | 1.57 | 1.16 | 135% |
| Returns for 1 year | 0.76 | 8.75 | 9% |
| Returns for 3 years | 4.42 | 26.31 | 17% |
| Returns for 5 years | 5.33 | 32.27 | 17% |
| Returns for 10 years | 23.38 | 58.04 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement