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MTRRX vs RLBBX
MTRRX vs RLBBX Comparison
Open Charts MTRRX vs RLBBX
MFS Total Return R2
Price$19.06
Change-$0.39 (-2.01%)
VolumeN/A
Net Assets7.75B
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
MTRRX vs RLBBX Comparison Chart
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MTRRX vs. RLBBX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. MTRRX (7.75B). MTRRX pays higher dividends than RLBBX: MTRRX (2.05) vs RLBBX (1.27). MTRRX was incepted earlier than RLBBX: MTRRX (21 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than MTRRX (0.97). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (53.00). MTRRX has a lower initial minimum investment than RLBBX: MTRRX (0) vs RLBBX (250). RLBBX (0.60) and MTRRX (0.59) have marching annual gain over last year. RLBBX return over 5 years is better than : 41.66 vs. MTRRX (26.45).
| MTRRX | RLBBX | MTRRX / RLBBX | |
| Total Expense Ratio | 0.97 | 1.33 | 73% |
| Annual Report Gross Expense Ratio | 0.97 | 1.33 | 73% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.919 | -2.343 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 235B | 3% |
| Annual Yield % from dividends | 2.05 | 1.27 | 161% |
| Returns for 1 year | 0.59 | 0.60 | 99% |
| Returns for 3 years | 0.50 | 7.26 | 7% |
| Returns for 5 years | 26.45 | 41.66 | 63% |
| Returns for 10 years | 26.18 | 41.83 | 63% |
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