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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$35.54
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets244.53B
MFS Total Return I
Price$19.24
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.55B
CLBFX vs MTRIX Comparison Chart in %
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CLBFX vs. MTRIX commentary
Jun 20, 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: 245B vs. MTRIX (7.55B). MTRIX pays higher dividends than CLBFX: MTRIX (2.59) vs CLBFX (2.07). 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 : 4.59 vs. MTRIX (0.66). CLBFX return over 5 years is better than : 40.59 vs. MTRIX (12.73).
| 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 | 4.608 | 2.944 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 7.55B | 3,246% |
| Annual Yield % from dividends | 2.07 | 2.59 | 80% |
| Returns for 1 year | 4.59 | 0.66 | 693% |
| Returns for 3 years | 35.95 | 14.09 | 255% |
| Returns for 5 years | 40.59 | 12.73 | 319% |
| Returns for 10 years | 72.86 | 31.28 | 233% |
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