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MTRRX vs RLBBX
MTRRX vs RLBBX Comparison
Open Charts MTRRX vs RLBBX
MFS Total Return R2
Price$19.12
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.53B
American Funds American Balanced R2
Price$34.53
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.88B
MTRRX vs RLBBX Comparison Chart
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MTRRX vs. RLBBX commentary
May 24, 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: 238B vs. MTRRX (7.53B). MTRRX pays higher dividends than RLBBX: MTRRX (2.11) vs RLBBX (1.27). 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 : 4.44 vs. MTRRX (-0.69). RLBBX return over 5 years is better than : 33.58 vs. MTRRX (12.91).
| 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 | 1.415 | 1.539 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.53B | 238B | 3% |
| Annual Yield % from dividends | 2.11 | 1.27 | 166% |
| Returns for 1 year | -0.69 | 4.44 | -16% |
| Returns for 3 years | 4.70 | 20.04 | 23% |
| Returns for 5 years | 12.91 | 33.58 | 38% |
| Returns for 10 years | 23.76 | 46.63 | 51% |
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