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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$38.97
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
MFS Total Return I
Price$20.28
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.79B
CLBFX vs MTRIX Comparison Chart in %
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CLBFX vs. MTRIX commentary
Oct 09, 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: 266B vs. MTRIX (7.79B). MTRIX pays higher dividends than CLBFX: MTRIX (2.55) vs CLBFX (1.89). 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 : 10.08 vs. MTRIX (1.90). CLBFX return over 5 years is better than : 45.54 vs. MTRIX (12.44).
| 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 | 15.062 | 9.566 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.79B | 3,413% |
| Annual Yield % from dividends | 1.89 | 2.55 | 74% |
| Returns for 1 year | 10.08 | 1.90 | 530% |
| Returns for 3 years | 53.26 | 22.03 | 242% |
| Returns for 5 years | 45.54 | 12.44 | 366% |
| Returns for 10 years | 93.79 | 43.33 | 216% |
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