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MTRCX vs RLBBX
MTRCX vs RLBBX Comparison
Open Charts MTRCX vs RLBBX
MFS Total Return C
Price$19.52
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.81B
American Funds American Balanced R2
Price$35.18
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets242.81B
MTRCX vs RLBBX Comparison Chart
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MTRCX vs. RLBBX commentary
Jan 24, 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: 243B vs. MTRCX (7.81B). MTRCX (1.59) and RLBBX (1.58) have matching dividends . MTRCX was incepted earlier than RLBBX: MTRCX (31 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 : 11.73 vs. MTRCX (3.70). RLBBX return over 5 years is better than : 28.04 vs. MTRCX (1.53).
| MTRCX | RLBBX | MTRCX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 1.778 | 3.319 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.81B | 243B | 3% |
| Annual Yield % from dividends | 1.59 | 1.58 | 101% |
| Returns for 1 year | 3.70 | 11.73 | 32% |
| Returns for 3 years | -3.84 | 14.25 | -27% |
| Returns for 5 years | 1.53 | 28.04 | 5% |
| Returns for 10 years | 20.64 | 50.29 | 41% |
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