Ad is loading...
MTRCX vs RLBBX
MTRCX vs RLBBX Comparison
Open Charts MTRCX vs RLBBX
MFS Total Return C
Price$19.18
Change-$0.39 (-1.99%)
VolumeN/A
Net Assets7.75B
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
MTRCX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MTRCX vs. RLBBX commentary
Apr 04, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. MTRCX (7.75B). MTRCX pays higher dividends than RLBBX: MTRCX (1.53) vs RLBBX (1.27). MTRCX was incepted earlier than RLBBX: MTRCX (31 years) vs RLBBX (23 years). MTRCX (1.47) is less costly to investors than RLBBX (1.33). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (53.00). 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 : 0.60 vs. MTRCX (0.11). RLBBX return over 5 years is better than : 41.66 vs. MTRCX (23.48).
| MTRCX | RLBBX | MTRCX / RLBBX | |
| Total Expense Ratio | 1.47 | 1.33 | 111% |
| Annual Report Gross Expense Ratio | 1.47 | 1.33 | 111% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 2.767 | -2.343 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 235B | 3% |
| Annual Yield % from dividends | 1.53 | 1.27 | 120% |
| Returns for 1 year | 0.11 | 0.60 | 18% |
| Returns for 3 years | -0.95 | 7.26 | -13% |
| Returns for 5 years | 23.48 | 41.66 | 56% |
| Returns for 10 years | 20.19 | 41.83 | 48% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LICPX | 15.59 | N/A | N/A |
| Lord Abbett International Equity P | |||
| MCFGX | 15.97 | N/A | N/A |
| BlackRock Capital Appreciation Inv C | |||
| MRVSX | 25.12 | N/A | N/A |
| Victory Integrity Small-Cap Value R | |||
| FCFMX | 18.48 | N/A | N/A |
| Fidelity Series Total Market Index | |||
| SNORX | 33.62 | N/A | N/A |
| Easterly Snow Long/Short Opportunity R6 | |||