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MTRCX vs RLBAX
MTRCX vs RLBAX Comparison
Open Charts MTRCX vs RLBAX
MFS Total Return C
Price$19.52
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.55B
American Funds American Balanced R1
Price$35.47
Change+$0.16 (+0.45%)
VolumeN/A
Net Assets244.39B
MTRCX vs RLBAX Comparison Chart in %
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MTRCX vs. RLBAX commentary
Jun 17, 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 MTRCX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. MTRCX (7.55B). MTRCX pays higher dividends than RLBAX: MTRCX (1.57) vs RLBAX (1.23). MTRCX was incepted earlier than RLBAX: MTRCX (31 years) vs RLBAX (23 years). MTRCX (1.47) is less costly to investors than RLBAX (1.31). MTRCX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than MTRCX: RLBAX (250) vs MTRCX (1000). RLBAX annual gain was more profitable for investors over the last year : 4.89 vs. MTRCX (0.45). RLBAX return over 5 years is better than : 33.53 vs. MTRCX (7.38).
| MTRCX | RLBAX | MTRCX / RLBAX | |
| Total Expense Ratio | 1.47 | 1.31 | 112% |
| Annual Report Gross Expense Ratio | 1.47 | 1.31 | 112% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 2.797 | 4.556 | 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 | 1.57 | 1.23 | 128% |
| Returns for 1 year | 0.45 | 4.89 | 9% |
| Returns for 3 years | 11.20 | 32.17 | 35% |
| Returns for 5 years | 7.38 | 33.53 | 22% |
| Returns for 10 years | 19.53 | 51.37 | 38% |
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