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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$36.55
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
MFS Total Return B
Price$20.97
Change+$0.02 (+0.10%)
VolumeN/A
CapitalizationN/A
CLBAX vs MTRBX Comparison Chart
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CLBAX vs. MTRBX commentary
Nov 14, 2024
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 StrongBuy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. MTRBX (8.1B). 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 : 24.74 vs. MTRBX (15.59). CLBAX return over 5 years is better than : 40.35 vs. MTRBX (12.30).
| 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 | 15.741 | 10.565 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 8.1B | 2,963% |
| Annual Yield % from dividends | 2.23 | 1.60 | 140% |
| Returns for 1 year | 24.74 | 15.59 | 159% |
| Returns for 3 years | 13.53 | -5.32 | -254% |
| Returns for 5 years | 40.35 | 12.30 | 328% |
| Returns for 10 years | 66.18 | 28.57 | 232% |
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