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MTRCX vs RLBEX
MTRCX vs RLBEX Comparison
Open Charts MTRCX vs RLBEX
MFS Total Return C
Price$19.19
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets7.53B
American Funds American Balanced R4
Price$34.28
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
MTRCX vs RLBEX Comparison Chart
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MTRCX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. MTRCX (7.53B). RLBEX pays higher dividends than MTRCX: RLBEX (1.98) vs MTRCX (1.58). MTRCX was incepted earlier than RLBEX: MTRCX (31 years) vs RLBEX (23 years). MTRCX (1.47) is less costly to investors than RLBEX (0.59). MTRCX is a more actively managed with annual turnover of: 53.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than MTRCX: RLBEX (250) vs MTRCX (1000). RLBEX annual gain was more profitable for investors over the last year : 4.20 vs. MTRCX (-1.81). RLBEX return over 5 years is better than : 36.57 vs. MTRCX (10.38).
| MTRCX | RLBEX | MTRCX / RLBEX | |
| Total Expense Ratio | 1.47 | 0.59 | 249% |
| Annual Report Gross Expense Ratio | 1.47 | 0.59 | 249% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 0.916 | 0.337 | 272% |
| 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 | 1.98 | 80% |
| Returns for 1 year | -1.81 | 4.20 | -43% |
| Returns for 3 years | 4.01 | 21.53 | 19% |
| Returns for 5 years | 10.38 | 36.57 | 28% |
| Returns for 10 years | 17.97 | 52.73 | 34% |
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