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MTRCX vs RLBBX
MTRCX vs RLBBX Comparison
Open Charts MTRCX vs RLBBX
MFS Total Return C
Price$19.40
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.56B
American Funds American Balanced R2
Price$35.05
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets240.86B
MTRCX vs RLBBX Comparison Chart
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MTRCX vs. RLBBX commentary
Jun 01, 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: 241B vs. MTRCX (7.56B). MTRCX pays higher dividends than RLBBX: MTRCX (1.58) 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 (1.32). 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 : 6.81 vs. MTRCX (0.37). RLBBX return over 5 years is better than : 32.69 vs. MTRCX (8.42).
| 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 | 2.073 | 3.068 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.56B | 241B | 3% |
| Annual Yield % from dividends | 1.58 | 1.27 | 124% |
| Returns for 1 year | 0.37 | 6.81 | 5% |
| Returns for 3 years | 2.04 | 18.85 | 11% |
| Returns for 5 years | 8.42 | 32.69 | 26% |
| Returns for 10 years | 18.94 | 48.96 | 39% |
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