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CLBAX vs MTRIX
CLBAX vs MTRIX Comparison
Open Charts CLBAX vs MTRIX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MFS Total Return I
Price$19.23
Change-$0.17 (-0.88%)
VolumeN/A
Net Assets7.55B
CLBAX vs MTRIX Comparison Chart
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CLBAX vs. MTRIX commentary
Jun 15, 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: 244B vs. MTRIX (7.55B). MTRIX pays higher dividends than CLBAX: MTRIX (2.59) vs CLBAX (1.91). CLBAX was incepted earlier than MTRIX: CLBAX (23 years) vs MTRIX (28 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 : 5.26 vs. MTRIX (0.71). CLBAX return over 5 years is better than : 40.12 vs. MTRIX (13.69).
| 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 | 28 years | - |
| Gain YTD | 4.431 | 2.890 | 153% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 1.91 | 2.59 | 74% |
| Returns for 1 year | 5.26 | 0.71 | 739% |
| Returns for 3 years | 33.60 | 13.23 | 254% |
| Returns for 5 years | 40.12 | 13.69 | 293% |
| Returns for 10 years | 70.29 | 31.92 | 220% |
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