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MTRIX vs RLBBX
MTRIX vs RLBBX Comparison
Open Charts MTRIX vs RLBBX
MFS Total Return I
Price$19.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.68B
American Funds American Balanced R2
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
MTRIX vs RLBBX Comparison Chart in %
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MTRIX vs. RLBBX commentary
Dec 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 Hold and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. MTRIX (7.68B). MTRIX pays higher dividends than RLBBX: MTRIX (2.57) vs RLBBX (1.07). MTRIX was incepted earlier than RLBBX: MTRIX (29 years) vs RLBBX (24 years). RLBBX (1.32) is less costly to investors than MTRIX (0.47). MTRIX is a more actively managed with annual turnover of: 53.00 vs. RLBBX (44.00). MTRIX has a lower initial minimum investment than RLBBX: MTRIX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 8.55 vs. MTRIX (4.38). RLBBX return over 5 years is better than : 30.71 vs. MTRIX (7.10).
| MTRIX | RLBBX | MTRIX / RLBBX | |
| Total Expense Ratio | 0.47 | 1.32 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.32 | 36% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 4.918 | 9.989 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.68B | 269B | 3% |
| Annual Yield % from dividends | 2.57 | 1.07 | 240% |
| Returns for 1 year | 4.38 | 8.55 | 51% |
| Returns for 3 years | 13.14 | 34.81 | 38% |
| Returns for 5 years | 7.10 | 30.71 | 23% |
| Returns for 10 years | 40.67 | 65.97 | 62% |
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