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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$35.68
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
MFS Total Return B
Price$19.23
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.55B
CLBAX vs MTRBX Comparison Chart
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CLBAX vs. MTRBX commentary
Jun 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 CLBAX is a Buy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. MTRBX (7.55B). CLBAX pays higher dividends than MTRBX: CLBAX (1.91) 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 : 6.97 vs. MTRBX (-0.89). CLBAX return over 5 years is better than : 36.35 vs. MTRBX (4.03).
| 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 | 4.586 | 2.164 | 212% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,231% |
| Annual Yield % from dividends | 1.91 | 1.56 | 122% |
| Returns for 1 year | 6.97 | -0.89 | -778% |
| Returns for 3 years | 24.30 | 2.84 | 857% |
| Returns for 5 years | 36.35 | 4.03 | 903% |
| Returns for 10 years | 71.76 | 19.99 | 359% |
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