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MTRIX vs RLBBX
MTRIX vs RLBBX Comparison
Open Charts MTRIX vs RLBBX
MFS Total Return I
Price$19.24
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.55B
American Funds American Balanced R2
Price$35.38
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets244.53B
MTRIX vs RLBBX Comparison Chart in %
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MTRIX vs. RLBBX commentary
Jun 20, 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: 245B vs. MTRIX (7.55B). MTRIX pays higher dividends than RLBBX: MTRIX (2.59) vs RLBBX (1.23). MTRIX was incepted earlier than RLBBX: MTRIX (28 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 : 3.65 vs. MTRIX (0.66). RLBBX return over 5 years is better than : 33.38 vs. MTRIX (12.73).
| MTRIX | RLBBX | MTRIX / RLBBX | |
| Total Expense Ratio | 0.47 | 1.32 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.32 | 36% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 2.944 | 4.170 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 245B | 3% |
| Annual Yield % from dividends | 2.59 | 1.23 | 211% |
| Returns for 1 year | 0.66 | 3.65 | 18% |
| Returns for 3 years | 14.09 | 31.67 | 44% |
| Returns for 5 years | 12.73 | 33.38 | 38% |
| Returns for 10 years | 31.28 | 50.86 | 62% |
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