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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$32.94
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
MFS Total Return I
Price$18.49
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets7.34B
CLBCX vs MTRIX Comparison Chart
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CLBCX vs. MTRIX commentary
Apr 18, 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: 225B vs. MTRIX (7.34B). MTRIX pays higher dividends than CLBCX: MTRIX (2.55) vs CLBCX (1.22). CLBCX was incepted earlier than MTRIX: CLBCX (23 years) vs MTRIX (28 years). CLBCX (1.37) is less costly to investors than MTRIX (0.47). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MTRIX (53.00). 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 : 1.83 vs. MTRIX (-0.68). CLBCX return over 5 years is better than : 28.49 vs. MTRIX (12.78).
| CLBCX | MTRIX | CLBCX / MTRIX | |
| Total Expense Ratio | 1.37 | 0.47 | 291% |
| Annual Report Gross Expense Ratio | 1.37 | 0.47 | 291% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -3.903 | -1.998 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 7.34B | 3,065% |
| Annual Yield % from dividends | 1.22 | 2.55 | 48% |
| Returns for 1 year | 1.83 | -0.68 | -272% |
| Returns for 3 years | 8.62 | -0.74 | -1,170% |
| Returns for 5 years | 28.49 | 12.78 | 223% |
| Returns for 10 years | 44.63 | 25.30 | 176% |
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