Interact to see
Advertisement
Advertisement
CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
MFS Total Return B
Price$19.99
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.56B
CLBAX vs MTRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MTRBX commentary
Nov 20, 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: 263B vs. MTRBX (7.56B). CLBAX pays higher dividends than MTRBX: CLBAX (1.73) vs MTRBX (1.62). CLBAX was incepted earlier than MTRBX: CLBAX (24 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 : 9.00 vs. MTRBX (-2.10). CLBAX return over 5 years is better than : 40.59 vs. MTRBX (2.27).
| CLBAX | MTRBX | CLBAX / MTRBX | |
| Total Expense Ratio | 0.58 | 1.47 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.47 | 39% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 14.067 | 7.080 | 199% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.73 | 1.62 | 107% |
| Returns for 1 year | 9.00 | -2.10 | -429% |
| Returns for 3 years | 41.73 | 8.89 | 470% |
| Returns for 5 years | 40.59 | 2.27 | 1,786% |
| Returns for 10 years | 83.31 | 26.09 | 319% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement