MTRBX
Price
$20.03
Change
+$0.03 (+0.15%)
Updated
Jul 25 closing price
Net Assets
7.74B
RLBAX
Price
$36.83
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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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$20.03
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MTRBX vs RLBAX Comparison Chart in %
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MTRBX vs. RLBAX commentary
Jul 27, 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 StrongBuy and RLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B 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 : 9.42 vs. MTRBX (1.94). RLBAX return over 5 years is better than : 35.28 vs. MTRBX (8.62).
MTRBXRLBAXMTRBX / RLBAX
Total Expense Ratio1.471.31112%
Annual Report Gross Expense Ratio1.471.31112%
Fund Existence32 years23 years-
Gain YTD6.3388.56574%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets7.74B254B3%
Annual Yield % from dividends1.541.18131%
Returns for 1 year1.949.4221%
Returns for 3 years9.9632.1431%
Returns for 5 years8.6235.2824%
Returns for 10 years24.3058.0642%
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