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MTRRX vs RLBAX
MTRRX vs RLBAX Comparison
Open Charts MTRRX vs RLBAX
MFS Total Return R2
Price$20.04
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
MTRRX vs RLBAX Comparison Chart in %
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MTRRX vs. RLBAX commentary
Jul 28, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. MTRRX (7.74B). MTRRX pays higher dividends than RLBAX: MTRRX (2.06) vs RLBAX (1.18). 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 : 9.42 vs. MTRRX (2.40). RLBAX return over 5 years is better than : 35.28 vs. MTRRX (11.40).
| 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 | 6.629 | 8.565 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 254B | 3% |
| Annual Yield % from dividends | 2.06 | 1.18 | 175% |
| Returns for 1 year | 2.40 | 9.42 | 25% |
| Returns for 3 years | 11.60 | 32.14 | 36% |
| Returns for 5 years | 11.40 | 35.28 | 32% |
| Returns for 10 years | 30.67 | 58.06 | 53% |
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