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MTRIX vs RLBAX
MTRIX vs RLBAX Comparison
Open Charts MTRIX vs RLBAX
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.
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).
| 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 | 6.930 | 8.565 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 254B | 3% |
| Annual Yield % from dividends | 2.55 | 1.18 | 217% |
| Returns for 1 year | 2.93 | 9.42 | 31% |
| Returns for 3 years | 13.25 | 32.14 | 41% |
| Returns for 5 years | 14.08 | 35.28 | 40% |
| Returns for 10 years | 37.15 | 58.06 | 64% |
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