Interact to see
Advertisement
Advertisement
CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
MFS Total Return I
Price$19.76
Change-$0.42 (-2.08%)
VolumeN/A
Net Assets7.74B
CLBFX vs MTRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MTRIX commentary
Feb 04, 2026
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 Hold and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. MTRIX (7.74B). MTRIX pays higher dividends than CLBFX: MTRIX (2.62) vs CLBFX (2.03). 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). CLBFX is a more actively managed with annual turnover of: 44.00 vs. MTRIX (41.00). 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 : 11.50 vs. MTRIX (5.52). CLBFX return over 5 years is better than : 38.44 vs. MTRIX (7.12).
| 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 | 2.464 | 2.984 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 2.03 | 2.62 | 78% |
| Returns for 1 year | 11.50 | 5.52 | 208% |
| Returns for 3 years | 37.33 | 11.51 | 324% |
| Returns for 5 years | 38.44 | 7.12 | 540% |
| Returns for 10 years | 104.71 | 49.97 | 210% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDAT | 22.28 | 0.10 | +0.47% |
| Tactical Advantage ETF | |||
| VEA | 66.72 | 0.26 | +0.39% |
| Vanguard FTSE Developed Markets ETF | |||
| IDE | 13.35 | N/A | N/A |
| Voya Infrastructure Industrials AND Materials Fund | |||
| AIPI | 37.22 | -0.62 | -1.64% |
| REX AI Equity Premium Income ETF | |||
| ARKF | 41.07 | -1.53 | -3.59% |
| ARK Blockchain & Fintech Innovation ETF | |||