Ad is loading...
Ad is loading...
CLBFX vs MTRIX
CLBFX vs MTRIX Comparison
Open Charts CLBFX vs MTRIX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return I
Price$20.76
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
CLBFX vs MTRIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MTRIX commentary
Nov 18, 2024
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 StrongBuy and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. MTRIX (8.05B). 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 : 21.04 vs. MTRIX (13.89). CLBFX return over 5 years is better than : 38.61 vs. MTRIX (16.94).
| 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 | 14.196 | 10.983 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 2.39 | 2.54 | 94% |
| Returns for 1 year | 21.04 | 13.89 | 152% |
| Returns for 3 years | 12.47 | -2.82 | -443% |
| Returns for 5 years | 38.61 | 16.94 | 228% |
| Returns for 10 years | 66.57 | 40.86 | 163% |
View a ticker or compare two or three
VS
VS
Ad is loading...