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MTRIX vs RLBBX
MTRIX vs RLBBX Comparison
Open Charts MTRIX vs RLBBX
MFS Total Return I
Price$19.84
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets7.73B
American Funds American Balanced R2
Price$36.64
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.9B
MTRIX vs RLBBX Comparison Chart in %
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MTRIX vs. RLBBX commentary
Jul 12, 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 MTRIX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 253B vs. MTRIX (7.73B). MTRIX pays higher dividends than RLBBX: MTRIX (2.55) vs RLBBX (1.17). MTRIX was incepted earlier than RLBBX: MTRIX (29 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than MTRIX (0.47). MTRIX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). MTRIX has a lower initial minimum investment than RLBBX: MTRIX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 6.24 vs. MTRIX (2.88). RLBBX return over 5 years is better than : 36.21 vs. MTRIX (15.65).
| MTRIX | RLBBX | MTRIX / RLBBX | |
| Total Expense Ratio | 0.47 | 1.32 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.32 | 36% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 6.072 | 7.880 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 253B | 3% |
| Annual Yield % from dividends | 2.55 | 1.17 | 217% |
| Returns for 1 year | 2.88 | 6.24 | 46% |
| Returns for 3 years | 14.63 | 33.24 | 44% |
| Returns for 5 years | 15.65 | 36.21 | 43% |
| Returns for 10 years | 35.68 | 56.99 | 63% |
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