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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
MFS Total Return B
Price$18.64
Change+$0.66 (+3.67%)
VolumeN/A
Net Assets7.42B
CLBAX vs MTRBX Comparison Chart
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CLBAX vs. MTRBX commentary
Apr 11, 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: 220B vs. MTRBX (7.42B). CLBAX pays higher dividends than MTRBX: CLBAX (1.98) vs MTRBX (1.52). CLBAX was incepted earlier than MTRBX: CLBAX (23 years) vs MTRBX (32 years). MTRBX (1.47) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (53.00). 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 : -3.59 vs. MTRBX (-7.24). CLBAX return over 5 years is better than : 31.84 vs. MTRBX (5.51).
| CLBAX | MTRBX | CLBAX / MTRBX | |
| Total Expense Ratio | 0.60 | 1.47 | 41% |
| Annual Report Gross Expense Ratio | 0.60 | 1.47 | 41% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -6.950 | -4.942 | 141% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 7.42B | 2,966% |
| Annual Yield % from dividends | 1.98 | 1.52 | 130% |
| Returns for 1 year | -3.59 | -7.24 | 50% |
| Returns for 3 years | 6.11 | -7.61 | -80% |
| Returns for 5 years | 31.84 | 5.51 | 578% |
| Returns for 10 years | 51.06 | 10.53 | 485% |
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