CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MTRIX
Price
$19.84
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBCX vs MTRIX

Header iconCLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return I
Price$19.84
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBCX vs MTRIX Comparison Chart in %
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CLBCX vs. MTRIX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. MTRIX (7.74B). MTRIX pays higher dividends than CLBCX: MTRIX (2.55) vs CLBCX (1.13). CLBCX was incepted earlier than MTRIX: CLBCX (23 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 : 7.04 vs. MTRIX (4.03). CLBCX return over 5 years is better than : 37.95 vs. MTRIX (16.49).
CLBCXMTRIXCLBCX / MTRIX
Total Expense Ratio1.350.47287%
Annual Report Gross Expense Ratio1.350.47287%
Fund Existence23 years29 years-
Gain YTD7.6606.393120%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.132.5544%
Returns for 1 year7.044.03175%
Returns for 3 years33.0814.36230%
Returns for 5 years37.9516.49230%
Returns for 10 years64.6936.98175%
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