Ad is loading...
MTRIX vs RLBBX
MTRIX vs RLBBX Comparison
Open Charts MTRIX vs RLBBX
MFS Total Return I
Price$19.18
Change+$0.22 (+1.16%)
VolumeN/A
Net Assets7.53B
American Funds American Balanced R2
Price$34.57
Change+$0.54 (+1.59%)
VolumeN/A
Net Assets234.12B
MTRIX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MTRIX vs. RLBBX commentary
May 13, 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: 234B vs. MTRIX (7.53B). MTRIX pays higher dividends than RLBBX: MTRIX (2.62) vs RLBBX (1.27). 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 : 3.21 vs. MTRIX (-0.92). RLBBX return over 5 years is better than : 35.10 vs. MTRIX (18.94).
| 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 | 1.215 | 0.068 | 1,778% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.53B | 234B | 3% |
| Annual Yield % from dividends | 2.62 | 1.27 | 205% |
| Returns for 1 year | -0.92 | 3.21 | -29% |
| Returns for 3 years | 6.26 | 18.26 | 34% |
| Returns for 5 years | 18.94 | 35.10 | 54% |
| Returns for 10 years | 28.82 | 43.47 | 66% |