CLBFX
Price
$37.45
Change
+$0.41 (+1.11%)
Updated
Aug 22 closing price
Net Assets
256.44B
MTRIX
Price
$20.22
Change
+$0.25 (+1.25%)
Updated
Aug 22 closing price
Net Assets
7.82B
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CLBFX vs MTRIX

Header iconCLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIXBanner chart's image
American Funds American Balanced 529F
Price$37.45
Change+$0.41 (+1.11%)
VolumeN/A
Net Assets256.44B
MFS Total Return I
Price$20.22
Change+$0.25 (+1.25%)
VolumeN/A
Net Assets7.82B
CLBFX vs MTRIX Comparison Chart in %
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CLBFX vs. MTRIX commentary
Aug 25, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. MTRIX (7.82B). MTRIX pays higher dividends than CLBFX: MTRIX (2.57) vs CLBFX (1.97). 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 : 8.15 vs. MTRIX (2.23). CLBFX return over 5 years is better than : 41.52 vs. MTRIX (14.17).
CLBFXMTRIXCLBFX / MTRIX
Total Expense Ratio0.670.47143%
Annual Report Gross Expense Ratio0.670.47143%
Fund Existence23 years29 years-
Gain YTD10.2298.676118%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets256B7.82B3,273%
Annual Yield % from dividends1.972.5777%
Returns for 1 year8.152.23365%
Returns for 3 years35.0712.93271%
Returns for 5 years41.5214.17293%
Returns for 10 years96.1648.01200%
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