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MTRRX vs RLBBX
MTRRX vs RLBBX Comparison
Open Charts MTRRX vs RLBBX
MFS Total Return R2
Price$20.04
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.73B
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
MTRRX vs RLBBX Comparison Chart in %
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MTRRX vs. RLBBX commentary
Jul 26, 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: 254B vs. MTRRX (7.73B). MTRRX pays higher dividends than RLBBX: MTRRX (2.06) vs RLBBX (1.17). 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 : 9.41 vs. MTRRX (2.24). RLBBX return over 5 years is better than : 35.33 vs. MTRRX (11.23).
| 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 | 6.469 | 8.557 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 254B | 3% |
| Annual Yield % from dividends | 2.06 | 1.17 | 175% |
| Returns for 1 year | 2.24 | 9.41 | 24% |
| Returns for 3 years | 11.44 | 32.13 | 36% |
| Returns for 5 years | 11.23 | 35.33 | 32% |
| Returns for 10 years | 30.48 | 58.04 | 53% |
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