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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return I
Price$20.13
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
CLBCX vs MTRIX Comparison Chart in %
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CLBCX vs. MTRIX commentary
Nov 14, 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 CLBCX is a Buy and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MTRIX (7.68B). MTRIX pays higher dividends than CLBCX: MTRIX (2.61) vs CLBCX (1.04). CLBCX was incepted earlier than MTRIX: CLBCX (24 years) vs MTRIX (29 years). CLBCX (1.35) is less costly to investors than MTRIX (0.47). MTRIX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). MTRIX has a lower initial minimum investment than CLBCX: MTRIX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 9.13 vs. MTRIX (-0.16). CLBCX return over 5 years is better than : 37.82 vs. MTRIX (9.03).
| CLBCX | MTRIX | CLBCX / MTRIX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 15.461 | 9.682 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.04 | 2.61 | 40% |
| Returns for 1 year | 9.13 | -0.16 | -5,663% |
| Returns for 3 years | 41.00 | 14.13 | 290% |
| Returns for 5 years | 37.82 | 9.03 | 419% |
| Returns for 10 years | 76.85 | 43.94 | 175% |
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