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MTRCX vs RLBBX
MTRCX vs RLBBX Comparison
Open Charts MTRCX vs RLBBX
MFS Total Return C
Price$19.19
Change+$0.15 (+0.79%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$34.08
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
MTRCX vs RLBBX Comparison Chart
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MTRCX vs. RLBBX commentary
Dec 23, 2024
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: 236B vs. MTRCX (7.75B). MTRCX (1.59) and RLBBX (1.58) have matching dividends . MTRCX was incepted earlier than RLBBX: MTRCX (30 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 : 9.34 vs. MTRCX (1.51). RLBBX return over 5 years is better than : 25.97 vs. MTRCX (1.08).
| MTRCX | RLBBX | MTRCX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 0.752 | 8.751 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 236B | 3% |
| Annual Yield % from dividends | 1.59 | 1.58 | 101% |
| Returns for 1 year | 1.51 | 9.34 | 16% |
| Returns for 3 years | -6.37 | 7.66 | -83% |
| Returns for 5 years | 1.08 | 25.97 | 4% |
| Returns for 10 years | 18.19 | 45.30 | 40% |
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