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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$34.84
Change+$0.54 (+1.57%)
VolumeN/A
Net Assets234.12B
MFS Total Return I
Price$19.18
Change+$0.22 (+1.16%)
VolumeN/A
Net Assets7.53B
CLBCX vs MTRIX Comparison Chart
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CLBCX vs. MTRIX commentary
May 13, 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: 234B vs. MTRIX (7.53B). MTRIX pays higher dividends than CLBCX: MTRIX (2.62) vs CLBCX (1.23). CLBCX was incepted earlier than MTRIX: CLBCX (23 years) vs MTRIX (28 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 : 3.23 vs. MTRIX (-0.92). CLBCX return over 5 years is better than : 35.97 vs. MTRIX (18.94).
| 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 | 28 years | - |
| Gain YTD | 0.065 | 1.215 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 7.53B | 3,106% |
| Annual Yield % from dividends | 1.23 | 2.62 | 47% |
| Returns for 1 year | 3.23 | -0.92 | -352% |
| Returns for 3 years | 18.92 | 6.26 | 302% |
| Returns for 5 years | 35.97 | 18.94 | 190% |
| Returns for 10 years | 49.82 | 28.82 | 173% |
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