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MTRBX vs RLBAX
MTRBX vs RLBAX Comparison
Open Charts MTRBX vs RLBAX
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.
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).
| MTRBX | RLBAX | MTRBX / RLBAX | |
| Total Expense Ratio | 1.47 | 1.31 | 112% |
| Annual Report Gross Expense Ratio | 1.47 | 1.31 | 112% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 5.861 | 7.651 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 252B | 3% |
| Annual Yield % from dividends | 1.54 | 1.18 | 131% |
| Returns for 1 year | 3.03 | 7.00 | 43% |
| Returns for 3 years | 11.03 | 32.45 | 34% |
| Returns for 5 years | 10.84 | 37.04 | 29% |
| Returns for 10 years | 24.07 | 58.01 | 41% |
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