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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
MFS Total Return I
Price$20.06
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.78B
CLBFX vs MTRIX Comparison Chart in %
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CLBFX vs. MTRIX commentary
Sep 08, 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: 258B vs. MTRIX (7.78B). MTRIX pays higher dividends than CLBFX: MTRIX (2.52) vs CLBFX (1.94). 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 : 10.11 vs. MTRIX (0.90). CLBFX return over 5 years is better than : 42.70 vs. MTRIX (12.76).
| 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 | 11.495 | 8.054 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 7.78B | 3,318% |
| Annual Yield % from dividends | 1.94 | 2.52 | 77% |
| Returns for 1 year | 10.11 | 0.90 | 1,127% |
| Returns for 3 years | 41.65 | 15.77 | 264% |
| Returns for 5 years | 42.70 | 12.76 | 335% |
| Returns for 10 years | 92.18 | 43.39 | 212% |
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