CLBFX
Price
$37.07
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
MTRIX
Price
$19.94
Change
+$0.03 (+0.15%)
Updated
Jul 25 closing price
Net Assets
7.74B
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CLBFX vs MTRIX

Header iconCLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIXBanner chart's image
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return I
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBFX vs MTRIX Comparison Chart in %
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CLBFX vs. MTRIX commentary
Jul 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 CLBFX is a Buy and MTRIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B 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 : 10.40 vs. MTRIX (2.93). CLBFX return over 5 years is better than : 42.59 vs. MTRIX (14.08).
CLBFXMTRIXCLBFX / MTRIX
Total Expense Ratio0.670.47143%
Annual Report Gross Expense Ratio0.670.47143%
Fund Existence23 years29 years-
Gain YTD9.1116.930131%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B7.74B3,282%
Annual Yield % from dividends1.992.5578%
Returns for 1 year10.402.93355%
Returns for 3 years36.4213.25275%
Returns for 5 years42.5914.08302%
Returns for 10 years81.1037.15218%
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