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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.83B
MFS Total Return I
Price$20.13
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.69B
CLBCX vs MTRIX Comparison Chart in %
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CLBCX vs. MTRIX commentary
Oct 18, 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 Hold and MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. MTRIX (7.69B). MTRIX pays higher dividends than CLBCX: MTRIX (2.55) vs CLBCX (1.06). 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 : 7.94 vs. MTRIX (-1.09). CLBCX return over 5 years is better than : 38.45 vs. MTRIX (10.95).
| 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 | 13.824 | 8.324 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.69B | 3,457% |
| Annual Yield % from dividends | 1.06 | 2.55 | 41% |
| Returns for 1 year | 7.94 | -1.09 | -729% |
| Returns for 3 years | 48.83 | 20.58 | 237% |
| Returns for 5 years | 38.45 | 10.95 | 351% |
| Returns for 10 years | 74.06 | 41.15 | 180% |
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