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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$33.45
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
MFS Total Return B
Price$18.64
Change+$0.66 (+3.67%)
VolumeN/A
Net Assets7.42B
CLBCX vs MTRBX Comparison Chart
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CLBCX 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 CLBCX is a Buy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 217B vs. MTRBX (7.42B). MTRBX pays higher dividends than CLBCX: MTRBX (1.52) vs CLBCX (1.22). CLBCX was incepted earlier than MTRBX: CLBCX (23 years) vs MTRBX (32 years). MTRBX (1.47) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (53.00). CLBCX has a lower initial minimum investment than MTRBX: CLBCX (250) vs MTRBX (1000). CLBCX annual gain was more profitable for investors over the last year : -4.29 vs. MTRBX (-7.24). CLBCX return over 5 years is better than : 26.95 vs. MTRBX (5.51).
| CLBCX | MTRBX | CLBCX / MTRBX | |
| Total Expense Ratio | 1.37 | 1.47 | 93% |
| Annual Report Gross Expense Ratio | 1.37 | 1.47 | 93% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -7.141 | -4.942 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 7.42B | 2,926% |
| Annual Yield % from dividends | 1.22 | 1.52 | 80% |
| Returns for 1 year | -4.29 | -7.24 | 59% |
| Returns for 3 years | 3.74 | -7.61 | -49% |
| Returns for 5 years | 26.95 | 5.51 | 489% |
| Returns for 10 years | 40.09 | 10.53 | 381% |