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MTRBX vs RLBBX
MTRBX vs RLBBX Comparison
Open Charts MTRBX vs RLBBX
MFS Total Return B
Price$20.39
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets7.66B
American Funds American Balanced R2
Price$39.47
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
MTRBX vs RLBBX Comparison Chart in %
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MTRBX vs. RLBBX commentary
Dec 04, 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 RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. MTRBX (7.66B). MTRBX pays higher dividends than RLBBX: MTRBX (1.61) vs RLBBX (1.07). MTRBX was incepted earlier than RLBBX: MTRBX (32 years) vs RLBBX (24 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 : 8.46 vs. MTRBX (-2.67). RLBBX return over 5 years is better than : 34.82 vs. MTRBX (1.65).
| 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 | 24 years | - |
| Gain YTD | 8.255 | 15.795 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.66B | 269B | 3% |
| Annual Yield % from dividends | 1.61 | 1.07 | 150% |
| Returns for 1 year | -2.67 | 8.46 | -32% |
| Returns for 3 years | 7.53 | 37.33 | 20% |
| Returns for 5 years | 1.65 | 34.82 | 5% |
| Returns for 10 years | 27.48 | 66.69 | 41% |
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