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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$37.09
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
MFS Total Return B
Price$19.81
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
CLBAX vs MTRBX Comparison Chart in %
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CLBAX vs. MTRBX commentary
Aug 10, 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: 254B vs. MTRBX (7.65B). CLBAX pays higher dividends than MTRBX: CLBAX (1.82) vs MTRBX (1.56). 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 : 10.14 vs. MTRBX (0.84). CLBAX return over 5 years is better than : 38.83 vs. MTRBX (5.91).
| 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 | 8.925 | 5.314 | 168% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.65B | 3,322% |
| Annual Yield % from dividends | 1.82 | 1.56 | 117% |
| Returns for 1 year | 10.14 | 0.84 | 1,204% |
| Returns for 3 years | 32.77 | 6.94 | 472% |
| Returns for 5 years | 38.83 | 5.91 | 657% |
| Returns for 10 years | 77.44 | 22.97 | 337% |