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MTRRX vs RLBAX
MTRRX vs RLBAX Comparison
Open Charts MTRRX vs RLBAX
MFS Total Return R2
Price$20.02
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.73B
American Funds American Balanced R1
Price$37.05
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets255.64B
MTRRX vs RLBAX Comparison Chart in %
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MTRRX vs. RLBAX commentary
Aug 20, 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 MTRRX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. MTRRX (7.73B). MTRRX pays higher dividends than RLBAX: MTRRX (2.08) vs RLBAX (1.17). MTRRX was incepted earlier than RLBAX: MTRRX (22 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than MTRRX (0.97). MTRRX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). MTRRX has a lower initial minimum investment than RLBAX: MTRRX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 6.97 vs. MTRRX (0.60). RLBAX return over 5 years is better than : 33.83 vs. MTRRX (9.61).
| MTRRX | RLBAX | MTRRX / RLBAX | |
| Total Expense Ratio | 0.97 | 1.31 | 74% |
| Annual Report Gross Expense Ratio | 0.97 | 1.31 | 74% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.715 | 9.214 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 256B | 3% |
| Annual Yield % from dividends | 2.08 | 1.17 | 178% |
| Returns for 1 year | 0.60 | 6.97 | 9% |
| Returns for 3 years | 7.81 | 28.56 | 27% |
| Returns for 5 years | 9.61 | 33.83 | 28% |
| Returns for 10 years | 34.70 | 65.02 | 53% |
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