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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
MFS Total Return I
Price$19.76
Change-$0.42 (-2.08%)
VolumeN/A
Net Assets7.74B
CLBCX vs MTRIX Comparison Chart in %
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CLBCX vs. MTRIX commentary
Feb 04, 2026
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 Hold and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. MTRIX (7.74B). MTRIX pays higher dividends than CLBCX: MTRIX (2.62) vs CLBCX (1.19). 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). CLBCX is a more actively managed with annual turnover of: 44.00 vs. MTRIX (41.00). 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 : 10.51 vs. MTRIX (5.52). CLBCX return over 5 years is better than : 32.27 vs. MTRIX (7.12).
| 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 | 2.375 | 2.984 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 1.19 | 2.62 | 45% |
| Returns for 1 year | 10.51 | 5.52 | 190% |
| Returns for 3 years | 33.67 | 11.51 | 292% |
| Returns for 5 years | 32.27 | 7.12 | 453% |
| Returns for 10 years | 86.26 | 49.97 | 173% |
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