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MTRRX vs RLBBX
MTRRX vs RLBBX Comparison
Open Charts MTRRX vs RLBBX
MFS Total Return R2
Price$20.29
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.62B
American Funds American Balanced R2
Price$39.36
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
MTRRX vs RLBBX Comparison Chart in %
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MTRRX vs. RLBBX commentary
Dec 04, 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 Buy and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 271B vs. MTRRX (7.62B). MTRRX pays higher dividends than RLBBX: MTRRX (2.10) vs RLBBX (1.07). MTRRX was incepted earlier than RLBBX: MTRRX (22 years) vs RLBBX (24 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 : 8.46 vs. MTRRX (-2.18). RLBBX return over 5 years is better than : 34.82 vs. MTRRX (4.23).
| 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 | 24 years | - |
| Gain YTD | 8.745 | 15.795 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.62B | 271B | 3% |
| Annual Yield % from dividends | 2.10 | 1.07 | 197% |
| Returns for 1 year | -2.18 | 8.46 | -26% |
| Returns for 3 years | 9.16 | 37.33 | 25% |
| Returns for 5 years | 4.23 | 34.82 | 12% |
| Returns for 10 years | 34.05 | 66.69 | 51% |
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