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MTRCX vs RLBBX
MTRCX vs RLBBX Comparison
Open Charts MTRCX vs RLBBX
MFS Total Return C
Price$19.78
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets7.61B
American Funds American Balanced R2
Price$36.12
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
MTRCX vs RLBBX Comparison Chart in %
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MTRCX vs. RLBBX commentary
Jun 27, 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: 248B vs. MTRCX (7.61B). MTRCX pays higher dividends than RLBBX: MTRCX (1.57) vs RLBBX (1.23). 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 : 6.56 vs. MTRCX (1.12). RLBBX return over 5 years is better than : 38.27 vs. MTRCX (10.73).
| 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 | 3.534 | 6.349 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.61B | 248B | 3% |
| Annual Yield % from dividends | 1.57 | 1.23 | 128% |
| Returns for 1 year | 1.12 | 6.56 | 17% |
| Returns for 3 years | 8.51 | 30.12 | 28% |
| Returns for 5 years | 10.73 | 38.27 | 28% |
| Returns for 10 years | 22.09 | 56.73 | 39% |
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