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MTRBX vs RLBAX
MTRBX vs RLBAX Comparison
Open Charts MTRBX vs RLBAX
MFS Total Return B
Price$20.02
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.73B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
MTRBX vs RLBAX Comparison Chart in %
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MTRBX vs. RLBAX commentary
Aug 18, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. MTRBX (7.73B). MTRBX pays higher dividends than RLBAX: MTRBX (1.56) vs RLBAX (1.17). 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 : 7.15 vs. MTRBX (0.45). RLBAX return over 5 years is better than : 33.77 vs. MTRBX (6.66).
| 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 | 6.431 | 9.243 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 256B | 3% |
| Annual Yield % from dividends | 1.56 | 1.17 | 133% |
| Returns for 1 year | 0.45 | 7.15 | 6% |
| Returns for 3 years | 4.94 | 27.06 | 18% |
| Returns for 5 years | 6.66 | 33.77 | 20% |
| Returns for 10 years | 24.28 | 59.12 | 41% |
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