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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$38.55
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
MFS Total Return B
Price$20.25
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.76B
CLBAX vs MTRBX Comparison Chart in %
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CLBAX vs. MTRBX commentary
Sep 19, 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 (7.76B). CLBAX pays higher dividends than MTRBX: CLBAX (1.80) vs MTRBX (1.54). 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 : 9.94 vs. MTRBX (-0.39). CLBAX return over 5 years is better than : 45.16 vs. MTRBX (8.22).
| 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 | 13.212 | 7.642 | 173% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.76B | 3,389% |
| Annual Yield % from dividends | 1.80 | 1.54 | 117% |
| Returns for 1 year | 9.94 | -0.39 | -2,542% |
| Returns for 3 years | 43.64 | 12.55 | 348% |
| Returns for 5 years | 45.16 | 8.22 | 550% |
| Returns for 10 years | 91.49 | 30.84 | 297% |
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