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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
MFS Total Return I
Price$19.17
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.79B
CLBFX vs MTRIX Comparison Chart
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CLBFX vs. MTRIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. MTRIX (7.79B). MTRIX pays higher dividends than CLBFX: MTRIX (2.54) vs CLBFX (2.39). CLBFX was incepted earlier than MTRIX: CLBFX (22 years) vs MTRIX (28 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MTRIX (43.00). 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 : 12.43 vs. MTRIX (4.71). CLBFX return over 5 years is better than : 32.62 vs. MTRIX (5.46).
| CLBFX | MTRIX | CLBFX / MTRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 1.958 | 1.429 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.79B | 3,081% |
| Annual Yield % from dividends | 2.39 | 2.54 | 94% |
| Returns for 1 year | 12.43 | 4.71 | 264% |
| Returns for 3 years | 14.37 | -2.86 | -503% |
| Returns for 5 years | 32.62 | 5.46 | 598% |
| Returns for 10 years | 72.52 | 33.42 | 217% |
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