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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$35.00
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
MFS Total Return B
Price$20.46
Change-$0.08 (-0.39%)
VolumeN/A
CapitalizationN/A
CLBAX vs MTRBX Comparison Chart
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CLBAX vs. MTRBX commentary
Dec 19, 2024
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 Hold and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 230B vs. MTRBX (7.91B). CLBAX pays higher dividends than MTRBX: CLBAX (2.23) vs MTRBX (1.60). CLBAX was incepted earlier than MTRBX: CLBAX (23 years) vs MTRBX (31 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (43.00). 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 : 12.51 vs. MTRBX (5.32). CLBAX return over 5 years is better than : 34.39 vs. MTRBX (8.72).
| CLBAX | MTRBX | CLBAX / MTRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 11.523 | 8.146 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 7.91B | 2,907% |
| Annual Yield % from dividends | 2.23 | 1.60 | 140% |
| Returns for 1 year | 12.51 | 5.32 | 235% |
| Returns for 3 years | 13.21 | 0.39 | 3,351% |
| Returns for 5 years | 34.39 | 8.72 | 395% |
| Returns for 10 years | 58.66 | 24.12 | 243% |