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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$37.51
Change+$0.41 (+1.11%)
VolumeN/A
Net Assets256.44B
MFS Total Return I
Price$20.22
Change+$0.25 (+1.25%)
VolumeN/A
Net Assets7.82B
CLBCX vs MTRIX Comparison Chart in %
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CLBCX vs. MTRIX commentary
Aug 25, 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: 256B vs. MTRIX (7.82B). MTRIX pays higher dividends than CLBCX: MTRIX (2.57) vs CLBCX (1.12). CLBCX was incepted earlier than MTRIX: CLBCX (24 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 : 7.18 vs. MTRIX (2.23). CLBCX return over 5 years is better than : 35.16 vs. MTRIX (14.17).
| CLBCX | MTRIX | CLBCX / MTRIX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 9.559 | 8.676 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.82B | 3,273% |
| Annual Yield % from dividends | 1.12 | 2.57 | 44% |
| Returns for 1 year | 7.18 | 2.23 | 321% |
| Returns for 3 years | 31.40 | 12.93 | 243% |
| Returns for 5 years | 35.16 | 14.17 | 248% |
| Returns for 10 years | 78.40 | 48.01 | 163% |
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