Ad is loading...
MTRRX vs RLBBX
MTRRX vs RLBBX Comparison
Open Charts MTRRX vs RLBBX
MFS Total Return R2
Price$18.84
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets7.46B
American Funds American Balanced R2
Price$33.53
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
MTRRX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MTRRX vs. RLBBX commentary
Apr 28, 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: 231B vs. MTRRX (7.47B). MTRRX pays higher dividends than RLBBX: MTRRX (2.05) vs RLBBX (1.27). MTRRX was incepted earlier than RLBBX: MTRRX (22 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 annual gain was more profitable for investors over the last year : 4.09 vs. MTRRX (-0.24). RLBBX return over 5 years is better than : 32.01 vs. MTRRX (13.04).
| MTRRX | RLBBX | MTRRX / RLBBX | |
| Total Expense Ratio | 0.97 | 1.33 | 73% |
| Annual Report Gross Expense Ratio | 0.97 | 1.33 | 73% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -0.309 | -1.402 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.47B | 231B | 3% |
| Annual Yield % from dividends | 2.05 | 1.27 | 161% |
| Returns for 1 year | -0.24 | 4.09 | -6% |
| Returns for 3 years | 1.65 | 14.37 | 12% |
| Returns for 5 years | 13.04 | 32.01 | 41% |
| Returns for 10 years | 21.43 | 41.42 | 52% |