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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
MFS Total Return I
Price$19.46
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets7.85B
CLBFX vs MTRIX Comparison Chart
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CLBFX vs. MTRIX commentary
Feb 23, 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 Hold and MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. MTRIX (7.85B). 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 : 9.36 vs. MTRIX (4.14). CLBFX return over 5 years is better than : 32.87 vs. MTRIX (7.21).
| 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 | 2.894 | 3.189 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 2.39 | 2.54 | 94% |
| Returns for 1 year | 9.36 | 4.14 | 226% |
| Returns for 3 years | 19.64 | 2.32 | 846% |
| Returns for 5 years | 32.87 | 7.21 | 456% |
| Returns for 10 years | 68.67 | 32.13 | 214% |
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