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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$36.71
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
MFS Total Return I
Price$19.56
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.6B
CLBCX vs MTRIX Comparison Chart in %
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CLBCX vs. MTRIX commentary
Aug 04, 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: 251B vs. MTRIX (7.6B). MTRIX pays higher dividends than CLBCX: MTRIX (2.57) vs CLBCX (1.12). CLBCX was incepted earlier than MTRIX: CLBCX (23 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 : 6.67 vs. MTRIX (-0.22). CLBCX return over 5 years is better than : 33.89 vs. MTRIX (11.97).
| CLBCX | MTRIX | CLBCX / MTRIX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 7.222 | 5.129 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 7.6B | 3,304% |
| Annual Yield % from dividends | 1.12 | 2.57 | 44% |
| Returns for 1 year | 6.67 | -0.22 | -3,034% |
| Returns for 3 years | 28.90 | 9.70 | 298% |
| Returns for 5 years | 33.89 | 11.97 | 283% |
| Returns for 10 years | 62.04 | 34.37 | 181% |
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