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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$39.08
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
MFS Total Return I
Price$20.28
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.79B
CLBCX vs MTRIX Comparison Chart in %
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CLBCX vs. MTRIX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. MTRIX (7.79B). MTRIX pays higher dividends than CLBCX: MTRIX (2.55) vs CLBCX (1.06). 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 : 9.10 vs. MTRIX (1.90). CLBCX return over 5 years is better than : 39.00 vs. MTRIX (12.44).
| 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 | 14.233 | 9.566 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.79B | 3,413% |
| Annual Yield % from dividends | 1.06 | 2.55 | 41% |
| Returns for 1 year | 9.10 | 1.90 | 478% |
| Returns for 3 years | 49.10 | 22.03 | 223% |
| Returns for 5 years | 39.00 | 12.44 | 313% |
| Returns for 10 years | 76.20 | 43.33 | 176% |
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