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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return I
Price$19.84
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBFX vs MTRIX Comparison Chart in %
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CLBFX vs. MTRIX commentary
Jul 07, 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 CLBFX is a Buy and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. MTRIX (7.74B). MTRIX pays higher dividends than CLBFX: MTRIX (2.55) vs CLBFX (1.99). CLBFX was incepted earlier than MTRIX: CLBFX (23 years) vs MTRIX (29 years). CLBFX (0.67) is less costly to investors than MTRIX (0.47). MTRIX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). MTRIX has a lower initial minimum investment than CLBFX: MTRIX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. MTRIX (4.03). CLBFX return over 5 years is better than : 44.49 vs. MTRIX (16.49).
| CLBFX | MTRIX | CLBFX / MTRIX | |
| Total Expense Ratio | 0.67 | 0.47 | 143% |
| Annual Report Gross Expense Ratio | 0.67 | 0.47 | 143% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 8.169 | 6.393 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.74B | 3,254% |
| Annual Yield % from dividends | 1.99 | 2.55 | 78% |
| Returns for 1 year | 8.02 | 4.03 | 199% |
| Returns for 3 years | 36.80 | 14.36 | 256% |
| Returns for 5 years | 44.49 | 16.49 | 270% |
| Returns for 10 years | 81.14 | 36.98 | 219% |
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