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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
MFS Total Return I
Price$20.13
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
CLBFX vs MTRIX Comparison Chart in %
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CLBFX vs. MTRIX commentary
Nov 14, 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: 269B vs. MTRIX (7.68B). MTRIX pays higher dividends than CLBFX: MTRIX (2.61) vs CLBFX (1.86). 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 : 8.91 vs. MTRIX (-0.16). CLBFX return over 5 years is better than : 42.56 vs. MTRIX (9.03).
| 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 | 14.974 | 9.682 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.86 | 2.61 | 71% |
| Returns for 1 year | 8.91 | -0.16 | -5,529% |
| Returns for 3 years | 44.01 | 14.13 | 311% |
| Returns for 5 years | 42.56 | 9.03 | 471% |
| Returns for 10 years | 90.28 | 43.94 | 205% |
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