Interact to see
Advertisement
Advertisement
CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$36.82
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
MFS Total Return B
Price$19.80
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
CLBAX vs MTRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MTRBX commentary
Jul 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 CLBAX is a Buy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. MTRBX (7.65B). CLBAX pays higher dividends than MTRBX: CLBAX (1.84) vs MTRBX (1.54). CLBAX was incepted earlier than MTRBX: CLBAX (23 years) vs MTRBX (32 years). MTRBX (1.47) is less costly to investors than CLBAX (0.58). MTRBX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than MTRBX: CLBAX (250) vs MTRBX (1000). CLBAX annual gain was more profitable for investors over the last year : 7.04 vs. MTRBX (-1.02). CLBAX return over 5 years is better than : 40.77 vs. MTRBX (7.26).
| CLBAX | MTRBX | CLBAX / MTRBX | |
| Total Expense Ratio | 0.58 | 1.47 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.47 | 39% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 8.132 | 4.852 | 168% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.65B | 3,295% |
| Annual Yield % from dividends | 1.84 | 1.54 | 120% |
| Returns for 1 year | 7.04 | -1.02 | -688% |
| Returns for 3 years | 37.12 | 11.10 | 335% |
| Returns for 5 years | 40.77 | 7.26 | 561% |
| Returns for 10 years | 74.60 | 21.50 | 347% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BBLB | 80.66 | 0.06 | +0.07% |
| JPMorgan BetaBuilders U.S. TrsBd20+YrETF | |||
| KTN | 26.10 | 0.01 | +0.03% |
| Structured Products CorTS Aon Capital A | |||
| FEUZ | 55.37 | N/A | N/A |
| First Trust Eurozone AlphaDEX® ETF | |||
| FLBL | 24.25 | -0.01 | -0.04% |
| Franklin Senior Loan ETF | |||
| EOT | 16.05 | -0.04 | -0.25% |
| EATON VANCE NATIONAL Municipal OPPORTUNITIES TRUST | |||