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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets238.66B
MFS Total Return B
Price$19.25
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.77B
CLBAX vs MTRBX Comparison Chart
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CLBAX vs. MTRBX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 239B vs. MTRBX (7.77B). 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 : 12.29 vs. MTRBX (3.66). CLBAX return over 5 years is better than : 31.49 vs. MTRBX (0.40).
| 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 | 1.956 | 1.369 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 7.77B | 3,078% |
| Annual Yield % from dividends | 2.23 | 1.60 | 140% |
| Returns for 1 year | 12.29 | 3.66 | 335% |
| Returns for 3 years | 13.84 | -5.67 | -244% |
| Returns for 5 years | 31.49 | 0.40 | 7,817% |
| Returns for 10 years | 69.06 | 20.85 | 331% |
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