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MTRIX vs RLBBX
MTRIX vs RLBBX Comparison
Open Charts MTRIX vs RLBBX
MFS Total Return I
Price$20.28
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.79B
American Funds American Balanced R2
Price$38.77
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
MTRIX vs RLBBX Comparison Chart in %
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MTRIX vs. RLBBX commentary
Oct 09, 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: 266B vs. MTRIX (7.79B). MTRIX pays higher dividends than RLBBX: MTRIX (2.55) vs RLBBX (1.11). 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 : 9.08 vs. MTRIX (1.90). RLBBX return over 5 years is better than : 38.13 vs. MTRIX (12.44).
| 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 | 9.566 | 14.262 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.79B | 266B | 3% |
| Annual Yield % from dividends | 2.55 | 1.11 | 230% |
| Returns for 1 year | 1.90 | 9.08 | 21% |
| Returns for 3 years | 22.03 | 48.61 | 45% |
| Returns for 5 years | 12.44 | 38.13 | 33% |
| Returns for 10 years | 43.33 | 69.43 | 62% |
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