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MTRIX vs RLBAX
MTRIX vs RLBAX Comparison
Open Charts MTRIX vs RLBAX
MFS Total Return I
Price$19.23
Change-$0.17 (-0.88%)
VolumeN/A
Net Assets7.55B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MTRIX vs RLBAX Comparison Chart
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MTRIX vs. RLBAX commentary
Jun 15, 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: 244B vs. MTRIX (7.55B). MTRIX pays higher dividends than RLBAX: MTRIX (2.59) vs RLBAX (1.23). MTRIX was incepted earlier than RLBAX: MTRIX (28 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 : 4.45 vs. MTRIX (0.71). RLBAX return over 5 years is better than : 34.05 vs. MTRIX (13.69).
| MTRIX | RLBAX | MTRIX / RLBAX | |
| Total Expense Ratio | 0.47 | 1.31 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.31 | 36% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 2.890 | 4.085 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 244B | 3% |
| Annual Yield % from dividends | 2.59 | 1.23 | 211% |
| Returns for 1 year | 0.71 | 4.45 | 16% |
| Returns for 3 years | 13.23 | 30.02 | 44% |
| Returns for 5 years | 13.69 | 34.05 | 40% |
| Returns for 10 years | 31.92 | 51.23 | 62% |
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