Interact to see
Advertisement
Advertisement
CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$39.48
Change+$0.38 (+0.97%)
VolumeN/A
Net Assets268.13B
MFS Total Return I
Price$20.18
Change+$0.17 (+0.85%)
VolumeN/A
Net Assets7.62B
CLBCX vs MTRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MTRIX commentary
Nov 27, 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 StrongBuy and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 268B vs. MTRIX (7.62B). MTRIX pays higher dividends than CLBCX: MTRIX (2.61) vs CLBCX (1.04). 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 : 8.87 vs. MTRIX (-2.51). CLBCX return over 5 years is better than : 36.43 vs. MTRIX (6.21).
| 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 | 15.402 | 8.328 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 7.62B | 3,518% |
| Annual Yield % from dividends | 1.04 | 2.61 | 40% |
| Returns for 1 year | 8.87 | -2.51 | -353% |
| Returns for 3 years | 39.15 | 10.77 | 364% |
| Returns for 5 years | 36.43 | 6.21 | 587% |
| Returns for 10 years | 73.02 | 39.49 | 185% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement