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CLBAX vs MTRIX
CLBAX vs MTRIX Comparison
Open Charts CLBAX vs MTRIX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MFS Total Return I
Price$19.93
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
CLBAX vs MTRIX Comparison Chart in %
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CLBAX vs. MTRIX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. MTRIX (7.73B). MTRIX pays higher dividends than CLBAX: MTRIX (2.57) vs CLBAX (1.82). 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 : 7.96 vs. MTRIX (1.47). CLBAX return over 5 years is better than : 39.83 vs. MTRIX (12.08).
| CLBAX | MTRIX | CLBAX / MTRIX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 9.747 | 7.117 | 137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.82 | 2.57 | 71% |
| Returns for 1 year | 7.96 | 1.47 | 543% |
| Returns for 3 years | 30.56 | 8.13 | 376% |
| Returns for 5 years | 39.83 | 12.08 | 330% |
| Returns for 10 years | 78.78 | 37.21 | 212% |
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