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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$37.93
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
CLBCX vs MTRIX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and MTRIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 258B vs. MTRIX (7.78B). MTRIX pays higher dividends than CLBCX: MTRIX (2.52) vs CLBCX (1.11). 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 : 9.15 vs. MTRIX (0.90). CLBCX return over 5 years is better than : 36.30 vs. MTRIX (12.76).
| 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 | 10.785 | 8.054 | 134% |
| Front Load | N/A | 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 | 1.11 | 2.52 | 44% |
| Returns for 1 year | 9.15 | 0.90 | 1,020% |
| Returns for 3 years | 37.75 | 15.77 | 239% |
| Returns for 5 years | 36.30 | 12.76 | 285% |
| Returns for 10 years | 74.80 | 43.39 | 172% |
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