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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$39.42
Change+$0.38 (+0.97%)
VolumeN/A
Net Assets268.13B
MFS Total Return I
Price$20.18
Change+$0.17 (+0.85%)
VolumeN/A
Net Assets7.62B
CLBFX vs MTRIX Comparison Chart in %
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CLBFX vs. MTRIX commentary
Nov 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 StrongBuy and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 268B vs. MTRIX (7.62B). 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 : 9.86 vs. MTRIX (-2.51). CLBFX return over 5 years is better than : 42.84 vs. MTRIX (6.21).
| 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 | 16.391 | 8.328 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 7.62B | 3,518% |
| Annual Yield % from dividends | 1.86 | 2.61 | 71% |
| Returns for 1 year | 9.86 | -2.51 | -392% |
| Returns for 3 years | 43.06 | 10.77 | 400% |
| Returns for 5 years | 42.84 | 6.21 | 690% |
| Returns for 10 years | 90.24 | 39.49 | 228% |
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