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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$34.77
Change+$0.54 (+1.58%)
VolumeN/A
Net Assets234.12B
MFS Total Return I
Price$19.18
Change+$0.22 (+1.16%)
VolumeN/A
Net Assets7.53B
CLBFX vs MTRIX Comparison Chart
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CLBFX vs. MTRIX commentary
May 13, 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: 234B vs. MTRIX (7.53B). MTRIX pays higher dividends than CLBFX: MTRIX (2.62) vs CLBFX (2.15). CLBFX was incepted earlier than MTRIX: CLBFX (23 years) vs MTRIX (28 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 : 4.17 vs. MTRIX (-0.92). CLBFX return over 5 years is better than : 42.42 vs. MTRIX (18.94).
| 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 | 28 years | - |
| Gain YTD | 0.407 | 1.215 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 7.53B | 3,106% |
| Annual Yield % from dividends | 2.15 | 2.62 | 82% |
| Returns for 1 year | 4.17 | -0.92 | -454% |
| Returns for 3 years | 22.21 | 6.26 | 355% |
| Returns for 5 years | 42.42 | 18.94 | 224% |
| Returns for 10 years | 64.79 | 28.82 | 225% |
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