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MTRBX vs RLBBX
MTRBX vs RLBBX Comparison
Open Charts MTRBX vs RLBBX
MFS Total Return B
Price$20.23
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
MTRBX vs RLBBX Comparison Chart in %
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MTRBX vs. RLBBX commentary
Oct 19, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. MTRBX (7.64B). MTRBX pays higher dividends than RLBBX: MTRBX (1.57) vs RLBBX (1.11). MTRBX was incepted earlier than RLBBX: MTRBX (32 years) vs RLBBX (23 years). MTRBX (1.47) is less costly to investors than RLBBX (1.32). MTRBX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than MTRBX: RLBBX (250) vs MTRBX (1000). RLBBX annual gain was more profitable for investors over the last year : 7.84 vs. MTRBX (-1.49). RLBBX return over 5 years is better than : 37.69 vs. MTRBX (6.00).
| MTRBX | RLBBX | MTRBX / RLBBX | |
| Total Expense Ratio | 1.47 | 1.32 | 111% |
| Annual Report Gross Expense Ratio | 1.47 | 1.32 | 111% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 7.865 | 13.938 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.64B | 265B | 3% |
| Annual Yield % from dividends | 1.57 | 1.11 | 142% |
| Returns for 1 year | -1.49 | 7.84 | -19% |
| Returns for 3 years | 16.55 | 47.43 | 35% |
| Returns for 5 years | 6.00 | 37.69 | 16% |
| Returns for 10 years | 28.34 | 67.64 | 42% |