MTRIX
Price
$19.94
Change
+$0.03 (+0.15%)
Updated
Jul 25 closing price
Net Assets
7.74B
RLBAX
Price
$36.83
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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MTRIX vs RLBAX

Header iconMTRIX vs RLBAX Comparison
Open Charts MTRIX vs RLBAXBanner chart's image
MFS Total Return I
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
MTRIX vs RLBAX Comparison Chart in %
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MTRIX vs. RLBAX commentary
Jul 27, 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 StrongBuy and RLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. MTRIX (7.74B). MTRIX pays higher dividends than RLBAX: MTRIX (2.55) vs RLBAX (1.18). 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 : 9.42 vs. MTRIX (2.93). RLBAX return over 5 years is better than : 35.28 vs. MTRIX (14.08).
MTRIXRLBAXMTRIX / RLBAX
Total Expense Ratio0.471.3136%
Annual Report Gross Expense Ratio0.471.3136%
Fund Existence29 years23 years-
Gain YTD6.9308.56581%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets7.74B254B3%
Annual Yield % from dividends2.551.18217%
Returns for 1 year2.939.4231%
Returns for 3 years13.2532.1441%
Returns for 5 years14.0835.2840%
Returns for 10 years37.1558.0664%
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