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MTRRX vs RLBBX
MTRRX vs RLBBX Comparison
Open Charts MTRRX vs RLBBX
MFS Total Return R2
Price$20.06
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.55B
American Funds American Balanced R2
Price$38.34
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
MTRRX vs RLBBX Comparison Chart in %
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MTRRX vs. RLBBX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 264B vs. MTRRX (7.55B). MTRRX pays higher dividends than RLBBX: MTRRX (2.13) vs RLBBX (1.09). MTRRX was incepted earlier than RLBBX: MTRRX (22 years) vs RLBBX (24 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 : 7.99 vs. MTRRX (-2.08). RLBBX return over 5 years is better than : 33.81 vs. MTRRX (4.45).
| 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 | 24 years | - |
| Gain YTD | 7.405 | 12.995 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 264B | 3% |
| Annual Yield % from dividends | 2.13 | 1.09 | 196% |
| Returns for 1 year | -2.08 | 7.99 | -26% |
| Returns for 3 years | 10.36 | 37.73 | 27% |
| Returns for 5 years | 4.45 | 33.81 | 13% |
| Returns for 10 years | 32.44 | 63.05 | 51% |
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