Interact to see
Advertisement
Advertisement
MTRRX vs RLBBX
MTRRX vs RLBBX Comparison
Open Charts MTRRX vs RLBBX
MFS Total Return R2
Price$20.44
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets7.81B
American Funds American Balanced R2
Price$38.64
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
MTRRX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MTRRX vs. RLBBX commentary
Oct 06, 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: 266B vs. MTRRX (7.81B). MTRRX pays higher dividends than RLBBX: MTRRX (2.07) vs RLBBX (1.11). 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 : 9.02 vs. MTRRX (1.44). RLBBX return over 5 years is better than : 40.55 vs. MTRRX (12.68).
| 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 | 9.374 | 13.879 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.81B | 266B | 3% |
| Annual Yield % from dividends | 2.07 | 1.11 | 188% |
| Returns for 1 year | 1.44 | 9.02 | 16% |
| Returns for 3 years | 17.40 | 44.22 | 39% |
| Returns for 5 years | 12.68 | 40.55 | 31% |
| Returns for 10 years | 38.18 | 70.69 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement