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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$35.36
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
MFS Total Return I
Price$19.43
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets7.86B
CLBCX vs MTRIX Comparison Chart
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CLBCX vs. MTRIX commentary
Jan 31, 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 CLBCX is a Buy and MTRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. MTRIX (7.86B). MTRIX pays higher dividends than CLBCX: MTRIX (2.54) vs CLBCX (1.52). CLBCX was incepted earlier than MTRIX: CLBCX (23 years) vs MTRIX (28 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MTRIX (43.00). MTRIX has a lower initial minimum investment than CLBCX: MTRIX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 11.23 vs. MTRIX (4.85). CLBCX return over 5 years is better than : 30.56 vs. MTRIX (8.68).
| CLBCX | MTRIX | CLBCX / MTRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 3.030 | 2.540 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.86B | 3,068% |
| Annual Yield % from dividends | 1.52 | 2.54 | 60% |
| Returns for 1 year | 11.23 | 4.85 | 232% |
| Returns for 3 years | 13.59 | -0.79 | -1,718% |
| Returns for 5 years | 30.56 | 8.68 | 352% |
| Returns for 10 years | 58.40 | 34.71 | 168% |
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