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MTRRX vs RLBBX
MTRRX vs RLBBX Comparison
Open Charts MTRRX vs RLBBX
MFS Total Return R2
Price$20.04
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MTRRX vs RLBBX Comparison Chart in %
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MTRRX vs. RLBBX commentary
Aug 17, 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 MTRRX is a Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 256B vs. MTRRX (7.73B). MTRRX pays higher dividends than RLBBX: MTRRX (2.08) vs RLBBX (1.16). MTRRX was incepted earlier than RLBBX: MTRRX (22 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than MTRRX (0.97). MTRRX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). MTRRX has a lower initial minimum investment than RLBBX: MTRRX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 7.14 vs. MTRRX (1.00). RLBBX return over 5 years is better than : 33.77 vs. MTRRX (9.45).
| MTRRX | RLBBX | MTRRX / RLBBX | |
| Total Expense Ratio | 0.97 | 1.32 | 73% |
| Annual Report Gross Expense Ratio | 0.97 | 1.32 | 73% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.822 | 9.234 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 256B | 3% |
| Annual Yield % from dividends | 2.08 | 1.16 | 178% |
| Returns for 1 year | 1.00 | 7.14 | 14% |
| Returns for 3 years | 6.57 | 27.06 | 24% |
| Returns for 5 years | 9.45 | 33.77 | 28% |
| Returns for 10 years | 30.72 | 59.09 | 52% |
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