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MTRRX vs RLBAX
MTRRX vs RLBAX Comparison
Open Charts MTRRX vs RLBAX
MFS Total Return R2
Price$20.26
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.69B
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
MTRRX vs RLBAX Comparison Chart in %
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MTRRX vs. RLBAX commentary
Sep 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 MTRRX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 262B vs. MTRRX (7.69B). MTRRX pays higher dividends than RLBAX: MTRRX (2.04) vs RLBAX (1.15). 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 : 7.27 vs. MTRRX (-0.13). RLBAX return over 5 years is better than : 40.00 vs. MTRRX (12.62).
| 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 | 8.190 | 12.531 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.69B | 262B | 3% |
| Annual Yield % from dividends | 2.04 | 1.15 | 177% |
| Returns for 1 year | -0.13 | 7.27 | -2% |
| Returns for 3 years | 21.00 | 48.19 | 44% |
| Returns for 5 years | 12.62 | 40.00 | 32% |
| Returns for 10 years | 40.62 | 74.51 | 55% |
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