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MTRCX vs RLBGX
MTRCX vs RLBGX Comparison
Open Charts MTRCX vs RLBGX
MFS Total Return C
Price$20.86
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.14
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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MTRCX vs RLBGX Comparison Chart
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MTRCX vs. RLBGX commentary
Sep 21, 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 StrongBuy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. MTRCX (8.1B). RLBGX pays higher dividends than MTRCX: RLBGX (2.55) vs MTRCX (1.59). MTRCX was incepted earlier than RLBGX: MTRCX (30 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (43.00). RLBGX has a lower initial minimum investment than MTRCX: RLBGX (250) vs MTRCX (1000). RLBGX annual gain was more profitable for investors over the last year : 21.42 vs. MTRCX (13.13). RLBGX return over 5 years is better than : 39.44 vs. MTRCX (12.73).
| MTRCX | RLBGX | MTRCX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 15 years | - |
| Gain YTD | 9.090 | 13.026 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.1B | 236B | 3% |
| Annual Yield % from dividends | 1.59 | 2.55 | 62% |
| Returns for 1 year | 13.13 | 21.42 | 61% |
| Returns for 3 years | -2.93 | 13.20 | -22% |
| Returns for 5 years | 12.73 | 39.44 | 32% |
| Returns for 10 years | 28.79 | 53.66 | 54% |
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