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MTRBX vs RLBAX
MTRBX vs RLBAX Comparison
Open Charts MTRBX vs RLBAX
MFS Total Return B
Price$19.33
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets7.55B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MTRBX vs RLBAX Comparison Chart
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MTRBX vs. RLBAX commentary
Jun 16, 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: 244B vs. MTRBX (7.55B). MTRBX pays higher dividends than RLBAX: MTRBX (1.56) vs RLBAX (1.23). 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 : 4.45 vs. MTRBX (-0.23). RLBAX return over 5 years is better than : 34.05 vs. MTRBX (8.31).
| 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 | 2.483 | 4.085 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 244B | 3% |
| Annual Yield % from dividends | 1.56 | 1.23 | 127% |
| Returns for 1 year | -0.23 | 4.45 | -5% |
| Returns for 3 years | 9.99 | 30.02 | 33% |
| Returns for 5 years | 8.31 | 34.05 | 24% |
| Returns for 10 years | 19.51 | 51.23 | 38% |
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