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CLBAX vs MTRIX
CLBAX vs MTRIX Comparison
Open Charts CLBAX vs MTRIX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return I
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBAX vs MTRIX Comparison Chart in %
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CLBAX vs. MTRIX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B 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 : 10.23 vs. MTRIX (2.93). CLBAX return over 5 years is better than : 41.42 vs. MTRIX (14.08).
| CLBAX | MTRIX | CLBAX / MTRIX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 9.013 | 6.930 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.84 | 2.55 | 72% |
| Returns for 1 year | 10.23 | 2.93 | 350% |
| Returns for 3 years | 35.76 | 13.25 | 270% |
| Returns for 5 years | 41.42 | 14.08 | 294% |
| Returns for 10 years | 77.58 | 37.15 | 209% |
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