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MTRCX vs RLBBX
MTRCX vs RLBBX Comparison
Open Charts MTRCX vs RLBBX
MFS Total Return C
Price$18.97
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets7.43B
American Funds American Balanced R2
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
MTRCX vs RLBBX Comparison Chart
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MTRCX vs. RLBBX commentary
Apr 25, 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: 227B vs. MTRCX (7.43B). 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 : 3.40 vs. MTRCX (-1.64). RLBBX return over 5 years is better than : 31.54 vs. MTRCX (9.75).
| 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 | -1.013 | -1.755 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.43B | 227B | 3% |
| Annual Yield % from dividends | 1.53 | 1.27 | 120% |
| Returns for 1 year | -1.64 | 3.40 | -48% |
| Returns for 3 years | -1.40 | 12.44 | -11% |
| Returns for 5 years | 9.75 | 31.54 | 31% |
| Returns for 10 years | 15.27 | 41.09 | 37% |