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MTRCX vs RLBFX
MTRCX vs RLBFX Comparison
Open Charts MTRCX vs RLBFX
MFS Total Return C
Price$19.19
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets7.53B
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
MTRCX vs RLBFX Comparison Chart
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MTRCX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. MTRCX (7.53B). RLBFX pays higher dividends than MTRCX: RLBFX (2.26) vs MTRCX (1.58). MTRCX was incepted earlier than RLBFX: MTRCX (31 years) vs RLBFX (23 years). MTRCX (1.47) is less costly to investors than RLBFX (0.29). MTRCX is a more actively managed with annual turnover of: 53.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than MTRCX: RLBFX (250) vs MTRCX (1000). RLBFX annual gain was more profitable for investors over the last year : 4.53 vs. MTRCX (-1.81). RLBFX return over 5 years is better than : 38.35 vs. MTRCX (10.38).
| MTRCX | RLBFX | MTRCX / RLBFX | |
| Total Expense Ratio | 1.47 | 0.29 | 507% |
| Annual Report Gross Expense Ratio | 1.47 | 0.29 | 507% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 0.916 | 0.441 | 208% |
| 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 | 2.26 | 70% |
| Returns for 1 year | -1.81 | 4.53 | -40% |
| Returns for 3 years | 4.01 | 22.43 | 18% |
| Returns for 5 years | 10.38 | 38.35 | 27% |
| Returns for 10 years | 17.97 | 53.51 | 34% |
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