MTRBX
Price
$19.94
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
RLBAX
Price
$36.52
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
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MTRBX vs RLBAX

Header iconMTRBX vs RLBAX Comparison
Open Charts MTRBX vs RLBAXBanner chart's image
MFS Total Return B
Price$19.94
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
MTRBX vs RLBAX Comparison Chart in %
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MTRBX vs. RLBAX commentary
Jul 07, 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 MTRBX is a Buy and RLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. MTRBX (7.74B). MTRBX pays higher dividends than RLBAX: MTRBX (1.54) vs RLBAX (1.18). MTRBX was incepted earlier than RLBAX: MTRBX (32 years) vs RLBAX (23 years). MTRBX (1.47) is less costly to investors than RLBAX (1.31). MTRBX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than MTRBX: RLBAX (250) vs MTRBX (1000). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. MTRBX (3.03). RLBAX return over 5 years is better than : 37.04 vs. MTRBX (10.84).
MTRBXRLBAXMTRBX / RLBAX
Total Expense Ratio1.471.31112%
Annual Report Gross Expense Ratio1.471.31112%
Fund Existence32 years23 years-
Gain YTD5.8617.65177%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets7.74B252B3%
Annual Yield % from dividends1.541.18131%
Returns for 1 year3.037.0043%
Returns for 3 years11.0332.4534%
Returns for 5 years10.8437.0429%
Returns for 10 years24.0758.0141%
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