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MTRRX vs RLBBX
MTRRX vs RLBBX Comparison
Open Charts MTRRX vs RLBBX
MFS Total Return R2
Price$20.24
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
MTRRX vs RLBBX Comparison Chart in %
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MTRRX vs. RLBBX commentary
Oct 19, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. MTRRX (7.64B). MTRRX pays higher dividends than RLBBX: MTRRX (2.07) vs RLBBX (1.11). MTRRX was incepted earlier than RLBBX: MTRRX (22 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than MTRRX (0.97). MTRRX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). MTRRX has a lower initial minimum investment than RLBBX: MTRRX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 7.84 vs. MTRRX (-1.00). RLBBX return over 5 years is better than : 37.69 vs. MTRRX (8.73).
| MTRRX | RLBBX | MTRRX / RLBBX | |
| Total Expense Ratio | 0.97 | 1.32 | 73% |
| Annual Report Gross Expense Ratio | 0.97 | 1.32 | 73% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 8.304 | 13.938 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.64B | 265B | 3% |
| Annual Yield % from dividends | 2.07 | 1.11 | 188% |
| Returns for 1 year | -1.00 | 7.84 | -13% |
| Returns for 3 years | 18.29 | 47.43 | 39% |
| Returns for 5 years | 8.73 | 37.69 | 23% |
| Returns for 10 years | 34.93 | 67.64 | 52% |