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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MFS Total Return B
Price$19.54
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets7.85B
CLBAX vs MTRBX Comparison Chart
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CLBAX vs. MTRBX commentary
Feb 23, 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 Hold and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. MTRBX (7.85B). CLBAX pays higher dividends than MTRBX: CLBAX (2.23) vs MTRBX (1.60). CLBAX was incepted earlier than MTRBX: CLBAX (23 years) vs MTRBX (32 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 : 9.22 vs. MTRBX (3.10). CLBAX return over 5 years is better than : 31.74 vs. MTRBX (2.06).
| CLBAX | MTRBX | CLBAX / MTRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 2.890 | 3.031 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 2.23 | 1.60 | 140% |
| Returns for 1 year | 9.22 | 3.10 | 298% |
| Returns for 3 years | 19.12 | -0.66 | -2,879% |
| Returns for 5 years | 31.74 | 2.06 | 1,538% |
| Returns for 10 years | 65.36 | 19.65 | 333% |
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