Interact to see
Advertisement
Advertisement
CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.83B
MFS Total Return I
Price$20.13
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.69B
CLBFX vs MTRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MTRIX commentary
Oct 18, 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 Hold and MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. MTRIX (7.69B). MTRIX pays higher dividends than CLBFX: MTRIX (2.55) vs CLBFX (1.89). 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 : 8.87 vs. MTRIX (-1.09). CLBFX return over 5 years is better than : 44.96 vs. MTRIX (10.95).
| 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 | 14.649 | 8.324 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.69B | 3,457% |
| Annual Yield % from dividends | 1.89 | 2.55 | 74% |
| Returns for 1 year | 8.87 | -1.09 | -815% |
| Returns for 3 years | 52.93 | 20.58 | 257% |
| Returns for 5 years | 44.96 | 10.95 | 411% |
| Returns for 10 years | 91.36 | 41.15 | 222% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DFSPX | 15.68 | 0.06 | +0.38% |
| DFA Intl Sustainability Core 1 | |||
| VEMIX | 34.39 | 0.10 | +0.29% |
| Vanguard Emerging Mkts Stock Idx Instl | |||
| TMCIX | 15.37 | -0.09 | -0.58% |
| RBC SMID Cap Growth I | |||
| SGISX | 38.40 | -0.28 | -0.72% |
| Steward Global Equity Income Fund I | |||
| VYCGX | 27.27 | -0.21 | -0.76% |
| Voya Corporate Leaders 100 R6 | |||