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MTRRX vs RLBBX
MTRRX vs RLBBX Comparison
Open Charts MTRRX vs RLBBX
MFS Total Return R2
Price$20.20
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
American Funds American Balanced R2
Price$37.78
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MTRRX vs RLBBX Comparison Chart in %
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MTRRX vs. RLBBX commentary
Sep 09, 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: 259B vs. MTRRX (7.75B). MTRRX pays higher dividends than RLBBX: MTRRX (2.04) vs RLBBX (1.15). 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 : 10.88 vs. MTRRX (1.08). RLBBX return over 5 years is better than : 36.32 vs. MTRRX (10.44).
| 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 | 7.710 | 11.237 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 259B | 3% |
| Annual Yield % from dividends | 2.04 | 1.15 | 178% |
| Returns for 1 year | 1.08 | 10.88 | 10% |
| Returns for 3 years | 11.48 | 34.51 | 33% |
| Returns for 5 years | 10.44 | 36.32 | 29% |
| Returns for 10 years | 37.06 | 68.91 | 54% |
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