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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$35.66
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets244.53B
MFS Total Return I
Price$19.24
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.55B
CLBCX vs MTRIX Comparison Chart in %
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CLBCX vs. MTRIX commentary
Jun 20, 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: 245B vs. MTRIX (7.55B). MTRIX pays higher dividends than CLBCX: MTRIX (2.59) vs CLBCX (1.18). CLBCX was incepted earlier than MTRIX: CLBCX (23 years) vs MTRIX (28 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 : 3.68 vs. MTRIX (0.66). CLBCX return over 5 years is better than : 34.22 vs. MTRIX (12.73).
| 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 | 28 years | - |
| Gain YTD | 4.155 | 2.944 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 7.55B | 3,246% |
| Annual Yield % from dividends | 1.18 | 2.59 | 46% |
| Returns for 1 year | 3.68 | 0.66 | 555% |
| Returns for 3 years | 32.24 | 14.09 | 229% |
| Returns for 5 years | 34.22 | 12.73 | 269% |
| Returns for 10 years | 57.15 | 31.28 | 183% |
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