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MTRCX vs RLBAX
MTRCX vs RLBAX Comparison
Open Charts MTRCX vs RLBAX
MFS Total Return C
Price$20.16
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MTRCX vs RLBAX Comparison Chart in %
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MTRCX vs. RLBAX commentary
Jul 27, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. MTRCX (7.74B). MTRCX pays higher dividends than RLBAX: MTRCX (1.55) vs RLBAX (1.18). 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 : 9.42 vs. MTRCX (1.95). RLBAX return over 5 years is better than : 35.28 vs. MTRCX (8.76).
| 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 | 6.313 | 8.565 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 254B | 3% |
| Annual Yield % from dividends | 1.55 | 1.18 | 132% |
| Returns for 1 year | 1.95 | 9.42 | 21% |
| Returns for 3 years | 9.98 | 32.14 | 31% |
| Returns for 5 years | 8.76 | 35.28 | 25% |
| Returns for 10 years | 24.50 | 58.06 | 42% |
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