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MTRIX vs RLBAX
MTRIX vs RLBAX Comparison
Open Charts MTRIX vs RLBAX
MFS Total Return I
Price$19.93
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
MTRIX vs RLBAX Comparison Chart in %
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MTRIX vs. RLBAX commentary
Aug 18, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. MTRIX (7.73B). MTRIX pays higher dividends than RLBAX: MTRIX (2.57) vs RLBAX (1.17). 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 : 7.15 vs. MTRIX (1.47). RLBAX return over 5 years is better than : 33.77 vs. MTRIX (12.08).
| 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 | 7.117 | 9.243 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 256B | 3% |
| Annual Yield % from dividends | 2.57 | 1.17 | 220% |
| Returns for 1 year | 1.47 | 7.15 | 20% |
| Returns for 3 years | 8.13 | 27.06 | 30% |
| Returns for 5 years | 12.08 | 33.77 | 36% |
| Returns for 10 years | 37.21 | 59.12 | 63% |
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