CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MTRIX
Price
$19.84
Change
+$0.04 (+0.20%)
Updated
Jul 3 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$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.

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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).
CLBFXMTRIXCLBFX / MTRIX
Total Expense Ratio0.670.47143%
Annual Report Gross Expense Ratio0.670.47143%
Fund Existence23 years29 years-
Gain YTD8.1696.393128%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.992.5578%
Returns for 1 year8.024.03199%
Returns for 3 years36.8014.36256%
Returns for 5 years44.4916.49270%
Returns for 10 years81.1436.98219%
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