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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$38.63
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.06B
MFS Total Return I
Price$20.12
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets7.77B
CLBCX vs MTRIX Comparison Chart in %
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CLBCX vs. MTRIX commentary
Sep 16, 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: 263B vs. MTRIX (7.77B). MTRIX pays higher dividends than CLBCX: MTRIX (2.52) vs CLBCX (1.11). 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 : 9.18 vs. MTRIX (1.55). CLBCX return over 5 years is better than : 38.80 vs. MTRIX (14.00).
| 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 | 12.830 | 8.539 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.77B | 3,383% |
| Annual Yield % from dividends | 1.11 | 2.52 | 44% |
| Returns for 1 year | 9.18 | 1.55 | 593% |
| Returns for 3 years | 41.04 | 15.74 | 261% |
| Returns for 5 years | 38.80 | 14.00 | 277% |
| Returns for 10 years | 78.51 | 44.11 | 178% |
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