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MTRBX vs RLBBX
MTRBX vs RLBBX Comparison
Open Charts MTRBX vs RLBBX
MFS Total Return B
Price$20.36
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets7.67B
American Funds American Balanced R2
Price$39.19
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.19B
MTRBX vs RLBBX Comparison Chart in %
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MTRBX vs. RLBBX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 268B vs. MTRBX (7.67B). MTRBX pays higher dividends than RLBBX: MTRBX (1.62) vs RLBBX (1.09). 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 : 9.11 vs. MTRBX (-1.11). RLBBX return over 5 years is better than : 36.96 vs. MTRBX (3.80).
| 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 | 8.736 | 15.500 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.67B | 268B | 3% |
| Annual Yield % from dividends | 1.62 | 1.09 | 149% |
| Returns for 1 year | -1.11 | 9.11 | -12% |
| Returns for 3 years | 10.80 | 40.59 | 27% |
| Returns for 5 years | 3.80 | 36.96 | 10% |
| Returns for 10 years | 30.34 | 70.07 | 43% |
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