CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MTRIX
Price
$19.84
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBAX vs MTRIX

Header iconCLBAX vs MTRIX Comparison
Open Charts CLBAX vs MTRIXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return I
Price$19.84
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBAX vs MTRIX Comparison Chart in %
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CLBAX vs. MTRIX commentary
Jul 07, 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 CLBAX is a Buy and MTRIX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. MTRIX (7.74B). MTRIX pays higher dividends than CLBAX: MTRIX (2.55) vs CLBAX (1.84). CLBAX was incepted earlier than MTRIX: CLBAX (23 years) vs MTRIX (29 years). CLBAX (0.58) is less costly to investors than MTRIX (0.47). MTRIX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (44.00). MTRIX has a lower initial minimum investment than CLBAX: MTRIX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 7.84 vs. MTRIX (4.03). CLBAX return over 5 years is better than : 43.26 vs. MTRIX (16.49).
CLBAXMTRIXCLBAX / MTRIX
Total Expense Ratio0.580.47123%
Annual Report Gross Expense Ratio0.580.47123%
Fund Existence23 years29 years-
Gain YTD8.0736.393126%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.842.5572%
Returns for 1 year7.844.03195%
Returns for 3 years36.1414.36252%
Returns for 5 years43.2616.49262%
Returns for 10 years77.5536.98210%
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