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MTRIX vs RLBAX
MTRIX vs RLBAX Comparison
Open Charts MTRIX vs RLBAX
MFS Total Return I
Price$20.06
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.78B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
MTRIX vs RLBAX Comparison Chart in %
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MTRIX vs. RLBAX commentary
Sep 08, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 258B vs. MTRIX (7.78B). MTRIX pays higher dividends than RLBAX: MTRIX (2.52) vs RLBAX (1.15). MTRIX was incepted earlier than RLBAX: MTRIX (29 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than MTRIX (0.47). MTRIX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). MTRIX has a lower initial minimum investment than RLBAX: MTRIX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 9.12 vs. MTRIX (0.90). RLBAX return over 5 years is better than : 35.40 vs. MTRIX (12.76).
| MTRIX | RLBAX | MTRIX / RLBAX | |
| Total Expense Ratio | 0.47 | 1.31 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.31 | 36% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 8.054 | 10.805 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.78B | 258B | 3% |
| Annual Yield % from dividends | 2.52 | 1.15 | 219% |
| Returns for 1 year | 0.90 | 9.12 | 10% |
| Returns for 3 years | 15.77 | 37.15 | 42% |
| Returns for 5 years | 12.76 | 35.40 | 36% |
| Returns for 10 years | 43.39 | 67.71 | 64% |
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