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MTRIX vs RLBBX
MTRIX vs RLBBX Comparison
Open Charts MTRIX vs RLBBX
MFS Total Return I
Price$20.18
Change+$0.17 (+0.85%)
VolumeN/A
Net Assets7.62B
American Funds American Balanced R2
Price$39.17
Change+$0.38 (+0.98%)
VolumeN/A
Net Assets268.13B
MTRIX vs RLBBX Comparison Chart in %
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MTRIX vs. RLBBX commentary
Nov 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 268B vs. MTRIX (7.62B). MTRIX pays higher dividends than RLBBX: MTRIX (2.61) vs RLBBX (1.09). MTRIX was incepted earlier than RLBBX: MTRIX (29 years) vs RLBBX (24 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 : 8.87 vs. MTRIX (-2.51). RLBBX return over 5 years is better than : 35.57 vs. MTRIX (6.21).
| 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 | 24 years | - |
| Gain YTD | 8.328 | 15.441 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.62B | 268B | 3% |
| Annual Yield % from dividends | 2.61 | 1.09 | 240% |
| Returns for 1 year | -2.51 | 8.87 | -28% |
| Returns for 3 years | 10.77 | 38.74 | 28% |
| Returns for 5 years | 6.21 | 35.57 | 17% |
| Returns for 10 years | 39.49 | 66.38 | 60% |
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