CLBAX
Price
$37.12
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
MTRIX
Price
$19.94
Change
+$0.03 (+0.15%)
Updated
Jul 25 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$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.

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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).
CLBAXMTRIXCLBAX / MTRIX
Total Expense Ratio0.580.47123%
Annual Report Gross Expense Ratio0.580.47123%
Fund Existence23 years29 years-
Gain YTD9.0136.930130%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B7.74B3,282%
Annual Yield % from dividends1.842.5572%
Returns for 1 year10.232.93350%
Returns for 3 years35.7613.25270%
Returns for 5 years41.4214.08294%
Returns for 10 years77.5837.15209%
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