Interact to see
Advertisement
Advertisement
MTRRX vs RLBBX
MTRRX vs RLBBX Comparison
Open Charts MTRRX vs RLBBX
MFS Total Return R2
Price$19.34
Change-$0.17 (-0.87%)
VolumeN/A
Net Assets7.55B
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MTRRX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MTRRX vs. RLBBX commentary
Jun 15, 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 Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. MTRRX (7.55B). MTRRX pays higher dividends than RLBBX: MTRRX (2.09) vs RLBBX (1.23). 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 : 4.47 vs. MTRRX (0.26). RLBBX return over 5 years is better than : 34.04 vs. MTRRX (11.08).
| 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 | 2.717 | 4.082 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 244B | 3% |
| Annual Yield % from dividends | 2.09 | 1.23 | 170% |
| Returns for 1 year | 0.26 | 4.47 | 6% |
| Returns for 3 years | 11.64 | 30.06 | 39% |
| Returns for 5 years | 11.08 | 34.04 | 33% |
| Returns for 10 years | 25.71 | 51.22 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VEIPX | 43.82 | -0.37 | -0.84% |
| Vanguard Equity-Income Inv | |||
| CNRUX | 24.93 | -0.29 | -1.15% |
| City National Rochdale US Cor Eq Instl | |||
| VCNIX | 23.38 | -0.30 | -1.27% |
| VALIC Company I NASDAQ-100 Index | |||
| WWSMX | 15.60 | -0.22 | -1.39% |
| Westwood Quality SMidCap Fund Ultra | |||
| MSOPX | 32.32 | -0.50 | -1.52% |
| Morgan Stanley Inst Global Opp C | |||