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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MFS Total Return I
Price$19.23
Change-$0.17 (-0.88%)
VolumeN/A
Net Assets7.55B
CLBFX vs MTRIX Comparison Chart
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CLBFX vs. MTRIX 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 CLBFX is a Buy and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. MTRIX (7.55B). MTRIX pays higher dividends than CLBFX: MTRIX (2.59) vs CLBFX (2.07). CLBFX was incepted earlier than MTRIX: CLBFX (23 years) vs MTRIX (28 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 : 5.44 vs. MTRIX (0.71). CLBFX return over 5 years is better than : 41.30 vs. MTRIX (13.69).
| 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 | 28 years | - |
| Gain YTD | 4.519 | 2.890 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 2.07 | 2.59 | 80% |
| Returns for 1 year | 5.44 | 0.71 | 764% |
| Returns for 3 years | 34.29 | 13.23 | 259% |
| Returns for 5 years | 41.30 | 13.69 | 302% |
| Returns for 10 years | 73.68 | 31.92 | 231% |
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