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MTRIX vs RLBBX
MTRIX vs RLBBX Comparison
Open Charts MTRIX vs RLBBX
MFS Total Return I
Price$19.17
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.79B
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
MTRIX vs RLBBX Comparison Chart
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MTRIX vs. RLBBX commentary
Jan 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 MTRIX is a Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. MTRIX (7.79B). MTRIX pays higher dividends than RLBBX: MTRIX (2.54) vs RLBBX (1.58). MTRIX was incepted earlier than RLBBX: MTRIX (28 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. MTRIX (43.00). 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 : 11.43 vs. MTRIX (4.71). RLBBX return over 5 years is better than : 25.81 vs. MTRIX (5.46).
| MTRIX | RLBBX | MTRIX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 1.429 | 1.909 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.79B | 240B | 3% |
| Annual Yield % from dividends | 2.54 | 1.58 | 161% |
| Returns for 1 year | 4.71 | 11.43 | 41% |
| Returns for 3 years | -2.86 | 10.54 | -27% |
| Returns for 5 years | 5.46 | 25.81 | 21% |
| Returns for 10 years | 33.42 | 49.88 | 67% |