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MTRIX vs RLBBX
MTRIX vs RLBBX Comparison
Open Charts MTRIX vs RLBBX
MFS Total Return I
Price$20.12
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets7.77B
American Funds American Balanced R2
Price$38.33
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.06B
MTRIX vs RLBBX Comparison Chart in %
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MTRIX vs. RLBBX commentary
Sep 16, 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: 263B vs. MTRIX (7.77B). MTRIX pays higher dividends than RLBBX: MTRIX (2.52) vs RLBBX (1.15). 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 : 9.14 vs. MTRIX (1.55). RLBBX return over 5 years is better than : 37.89 vs. MTRIX (14.00).
| 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 | 8.539 | 12.856 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.77B | 263B | 3% |
| Annual Yield % from dividends | 2.52 | 1.15 | 219% |
| Returns for 1 year | 1.55 | 9.14 | 17% |
| Returns for 3 years | 15.74 | 40.59 | 39% |
| Returns for 5 years | 14.00 | 37.89 | 37% |
| Returns for 10 years | 44.11 | 71.66 | 62% |
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