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MTRCX vs RLBCX
MTRCX vs RLBCX Comparison
Open Charts MTRCX vs RLBCX
MFS Total Return C
Price$19.19
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets7.53B
American Funds American Balanced R3
Price$34.11
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
MTRCX vs RLBCX Comparison Chart
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MTRCX vs. RLBCX commentary
May 11, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. MTRCX (7.53B). RLBCX pays higher dividends than MTRCX: RLBCX (1.70) vs MTRCX (1.58). MTRCX was incepted earlier than RLBCX: MTRCX (31 years) vs RLBCX (23 years). MTRCX (1.47) is less costly to investors than RLBCX (0.89). MTRCX is a more actively managed with annual turnover of: 53.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than MTRCX: RLBCX (250) vs MTRCX (1000). RLBCX annual gain was more profitable for investors over the last year : 3.86 vs. MTRCX (-1.81). RLBCX return over 5 years is better than : 34.81 vs. MTRCX (10.38).
| MTRCX | RLBCX | MTRCX / RLBCX | |
| Total Expense Ratio | 1.47 | 0.89 | 165% |
| Annual Report Gross Expense Ratio | 1.47 | 0.89 | 165% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 0.916 | 0.235 | 390% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.53B | 234B | 3% |
| Annual Yield % from dividends | 1.58 | 1.70 | 93% |
| Returns for 1 year | -1.81 | 3.86 | -47% |
| Returns for 3 years | 4.01 | 20.64 | 19% |
| Returns for 5 years | 10.38 | 34.81 | 30% |
| Returns for 10 years | 17.97 | 48.19 | 37% |
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