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MTRIX vs RLBBX
MTRIX vs RLBBX Comparison
Open Charts MTRIX vs RLBBX
MFS Total Return I
Price$18.49
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets7.34B
American Funds American Balanced R2
Price$32.68
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
MTRIX vs RLBBX Comparison Chart
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MTRIX vs. RLBBX commentary
Apr 18, 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: 225B vs. MTRIX (7.34B). MTRIX pays higher dividends than RLBBX: MTRIX (2.55) vs RLBBX (1.27). MTRIX was incepted earlier than RLBBX: MTRIX (28 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than MTRIX (0.47). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MTRIX (53.00). 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 : 1.79 vs. MTRIX (-0.68). RLBBX return over 5 years is better than : 27.66 vs. MTRIX (12.78).
| MTRIX | RLBBX | MTRIX / RLBBX | |
| Total Expense Ratio | 0.47 | 1.33 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.33 | 35% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -1.998 | -3.901 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.34B | 225B | 3% |
| Annual Yield % from dividends | 2.55 | 1.27 | 201% |
| Returns for 1 year | -0.68 | 1.79 | -38% |
| Returns for 3 years | -0.74 | 8.01 | -9% |
| Returns for 5 years | 12.78 | 27.66 | 46% |
| Returns for 10 years | 25.30 | 38.50 | 66% |