Interact to see
Advertisement
Advertisement
CLBAX vs MTRIX
CLBAX vs MTRIX Comparison
Open Charts CLBAX vs MTRIX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
MFS Total Return I
Price$20.06
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.78B
CLBAX vs MTRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MTRIX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 258B vs. MTRIX (7.78B). MTRIX pays higher dividends than CLBAX: MTRIX (2.52) vs CLBAX (1.80). CLBAX was incepted earlier than MTRIX: CLBAX (24 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 : 9.95 vs. MTRIX (0.90). CLBAX return over 5 years is better than : 41.54 vs. MTRIX (12.76).
| CLBAX | MTRIX | CLBAX / MTRIX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 11.362 | 8.054 | 141% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 7.78B | 3,318% |
| Annual Yield % from dividends | 1.80 | 2.52 | 71% |
| Returns for 1 year | 9.95 | 0.90 | 1,110% |
| Returns for 3 years | 40.92 | 15.77 | 259% |
| Returns for 5 years | 41.54 | 12.76 | 326% |
| Returns for 10 years | 88.47 | 43.39 | 204% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CTCAX | 100.04 | 0.54 | +0.54% |
| Columbia Global Technology Growth A | |||
| LMBMX | 15.25 | 0.04 | +0.26% |
| Franklin U.S. Small Cap Equity IS | |||
| GSVUX | 17.76 | N/A | N/A |
| Goldman Sachs Large Cap Value R6 | |||
| JLGPX | 86.17 | -0.12 | -0.14% |
| JPMorgan Large Cap Growth R3 | |||
| RMLPX | 24.83 | -0.18 | -0.72% |
| Recurrent MLP & Infrastructure Class I | |||