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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$36.93
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.9B
MFS Total Return I
Price$19.84
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets7.73B
CLBCX vs MTRIX Comparison Chart in %
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CLBCX vs. MTRIX commentary
Jul 12, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 253B vs. MTRIX (7.73B). MTRIX pays higher dividends than CLBCX: MTRIX (2.55) vs CLBCX (1.13). CLBCX was incepted earlier than MTRIX: CLBCX (23 years) vs MTRIX (29 years). CLBCX (1.35) is less costly to investors than MTRIX (0.47). MTRIX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). 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 : 6.24 vs. MTRIX (2.88). CLBCX return over 5 years is better than : 37.08 vs. MTRIX (15.65).
| CLBCX | MTRIX | CLBCX / MTRIX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 7.864 | 6.072 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 7.73B | 3,272% |
| Annual Yield % from dividends | 1.13 | 2.55 | 44% |
| Returns for 1 year | 6.24 | 2.88 | 217% |
| Returns for 3 years | 33.79 | 14.63 | 231% |
| Returns for 5 years | 37.08 | 15.65 | 237% |
| Returns for 10 years | 63.54 | 35.68 | 178% |
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