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MTRCX vs RLEFX
MTRCX vs RLEFX Comparison
Open Charts MTRCX vs RLEFX
MFS Total Return C
Price$20.86
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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MTRCX vs RLEFX Comparison Chart
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MTRCX vs. RLEFX 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. MTRCX (8.1B). RLEFX pays higher dividends than MTRCX: RLEFX (2.42) vs MTRCX (1.59). MTRCX was incepted earlier than RLEFX: MTRCX (30 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (43.00). RLEFX has a lower initial minimum investment than MTRCX: RLEFX (250) vs MTRCX (1000). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. MTRCX (13.13). RLEFX return over 5 years is better than : 40.23 vs. MTRCX (12.73).
| MTRCX | RLEFX | MTRCX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 9.090 | 14.180 | 64% |
| 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 | 2.42 | 66% |
| Returns for 1 year | 13.13 | 24.64 | 53% |
| Returns for 3 years | -2.93 | 15.33 | -19% |
| Returns for 5 years | 12.73 | 40.23 | 32% |
| Returns for 10 years | 28.79 | N/A | - |
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