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MTRIX vs RLBBX
MTRIX vs RLBBX Comparison
Open Charts MTRIX vs RLBBX
MFS Total Return I
Price$20.22
Change+$0.25 (+1.25%)
VolumeN/A
Net Assets7.82B
American Funds American Balanced R2
Price$37.22
Change+$0.41 (+1.11%)
VolumeN/A
Net Assets256.44B
MTRIX vs RLBBX Comparison Chart in %
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MTRIX vs. RLBBX commentary
Aug 25, 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: 256B vs. MTRIX (7.82B). MTRIX pays higher dividends than RLBBX: MTRIX (2.57) vs RLBBX (1.16). 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 : 7.18 vs. MTRIX (2.23). RLBBX return over 5 years is better than : 34.30 vs. MTRIX (14.17).
| 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 | 8.676 | 9.588 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.82B | 256B | 3% |
| Annual Yield % from dividends | 2.57 | 1.16 | 220% |
| Returns for 1 year | 2.23 | 7.18 | 31% |
| Returns for 3 years | 12.93 | 30.80 | 42% |
| Returns for 5 years | 14.17 | 34.30 | 41% |
| Returns for 10 years | 48.01 | 71.18 | 67% |
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