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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
MFS Total Return I
Price$18.49
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets7.34B
CLBFX vs MTRIX Comparison Chart
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CLBFX vs. MTRIX commentary
Apr 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 Buy and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 225B vs. MTRIX (7.34B). MTRIX pays higher dividends than CLBFX: MTRIX (2.55) vs CLBFX (2.14). CLBFX was incepted earlier than MTRIX: CLBFX (23 years) vs MTRIX (28 years). CLBFX (0.68) is less costly to investors than MTRIX (0.47). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MTRIX (53.00). 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 : 2.73 vs. MTRIX (-0.68). CLBFX return over 5 years is better than : 34.54 vs. MTRIX (12.78).
| CLBFX | MTRIX | CLBFX / MTRIX | |
| Total Expense Ratio | 0.68 | 0.47 | 145% |
| Annual Report Gross Expense Ratio | 0.68 | 0.47 | 145% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -3.641 | -1.998 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 7.34B | 3,065% |
| Annual Yield % from dividends | 2.14 | 2.55 | 84% |
| Returns for 1 year | 2.73 | -0.68 | -404% |
| Returns for 3 years | 11.65 | -0.74 | -1,581% |
| Returns for 5 years | 34.54 | 12.78 | 270% |
| Returns for 10 years | 59.09 | 25.30 | 234% |
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