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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$36.82
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.9B
MFS Total Return I
Price$19.84
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets7.73B
CLBFX vs MTRIX Comparison Chart in %
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CLBFX vs. MTRIX commentary
Jul 12, 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: 253B vs. MTRIX (7.73B). MTRIX pays higher dividends than CLBFX: MTRIX (2.55) vs CLBFX (1.99). 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 : 7.18 vs. MTRIX (2.88). CLBFX return over 5 years is better than : 43.53 vs. MTRIX (15.65).
| 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 | 8.375 | 6.072 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 7.73B | 3,272% |
| Annual Yield % from dividends | 1.99 | 2.55 | 78% |
| Returns for 1 year | 7.18 | 2.88 | 250% |
| Returns for 3 years | 37.54 | 14.63 | 257% |
| Returns for 5 years | 43.53 | 15.65 | 278% |
| Returns for 10 years | 79.81 | 35.68 | 224% |
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