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CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$36.63
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
MFS Total Return I
Price$19.56
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.6B
CLBFX vs MTRIX Comparison Chart in %
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CLBFX vs. MTRIX commentary
Aug 04, 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: 251B vs. MTRIX (7.6B). 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 : 7.64 vs. MTRIX (-0.22). CLBFX return over 5 years is better than : 40.21 vs. MTRIX (11.97).
| 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 | 7.816 | 5.129 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 7.6B | 3,304% |
| Annual Yield % from dividends | 1.97 | 2.57 | 77% |
| Returns for 1 year | 7.64 | -0.22 | -3,476% |
| Returns for 3 years | 32.47 | 9.70 | 335% |
| Returns for 5 years | 40.21 | 11.97 | 336% |
| Returns for 10 years | 78.16 | 34.37 | 227% |
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