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MTRCX vs RLBBX
MTRCX vs RLBBX Comparison
Open Charts MTRCX vs RLBBX
MFS Total Return C
Price$21.18
Change+$0.08 (+0.38%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$36.20
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
MTRCX vs RLBBX Comparison Chart
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MTRCX vs. RLBBX commentary
Nov 23, 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 MTRCX is a StrongBuy and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 238B vs. MTRCX (8.09B). MTRCX (1.59) and RLBBX (1.58) have matching dividends . MTRCX was incepted earlier than RLBBX: MTRCX (30 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (43.00). 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 : 19.87 vs. MTRCX (12.69). RLBBX return over 5 years is better than : 32.31 vs. MTRCX (11.94).
| MTRCX | RLBBX | MTRCX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 10.611 | 14.168 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.09B | 238B | 3% |
| Annual Yield % from dividends | 1.59 | 1.58 | 101% |
| Returns for 1 year | 12.69 | 19.87 | 64% |
| Returns for 3 years | -4.48 | 10.28 | -44% |
| Returns for 5 years | 11.94 | 32.31 | 37% |
| Returns for 10 years | 27.70 | 44.94 | 62% |
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