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MTRIX vs RLBBX
MTRIX vs RLBBX Comparison
Open Charts MTRIX vs RLBBX
MFS Total Return I
Price$20.28
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets7.66B
American Funds American Balanced R2
Price$39.47
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
MTRIX vs RLBBX Comparison Chart in %
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MTRIX vs. RLBBX commentary
Dec 04, 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 RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. MTRIX (7.66B). 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 : 8.46 vs. MTRIX (-1.73). RLBBX return over 5 years is better than : 34.82 vs. MTRIX (6.74).
| 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 | 9.195 | 15.795 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.66B | 269B | 3% |
| Annual Yield % from dividends | 2.57 | 1.07 | 240% |
| Returns for 1 year | -1.73 | 8.46 | -20% |
| Returns for 3 years | 10.66 | 37.33 | 29% |
| Returns for 5 years | 6.74 | 34.82 | 19% |
| Returns for 10 years | 40.66 | 66.69 | 61% |
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