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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
MFS Total Return I
Price$19.38
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets7.68B
CLBCX vs MTRIX Comparison Chart in %
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CLBCX vs. MTRIX commentary
Dec 26, 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 StrongBuy and MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MTRIX (7.68B). MTRIX pays higher dividends than CLBCX: MTRIX (2.57) vs CLBCX (1.02). 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 : 8.57 vs. MTRIX (4.38). CLBCX return over 5 years is better than : 31.60 vs. MTRIX (7.10).
| 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 | 10.024 | 4.918 | 204% |
| 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 | 1.02 | 2.57 | 40% |
| Returns for 1 year | 8.57 | 4.38 | 196% |
| Returns for 3 years | 34.81 | 13.14 | 265% |
| Returns for 5 years | 31.60 | 7.10 | 445% |
| Returns for 10 years | 72.29 | 40.67 | 178% |
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