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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$37.12
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
MFS Total Return B
Price$19.81
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
CLBCX vs MTRBX Comparison Chart in %
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CLBCX vs. MTRBX commentary
Aug 10, 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: 254B vs. MTRBX (7.65B). MTRBX pays higher dividends than CLBCX: MTRBX (1.56) vs CLBCX (1.12). CLBCX was incepted earlier than MTRBX: CLBCX (23 years) vs MTRBX (32 years). MTRBX (1.47) is less costly to investors than CLBCX (1.35). MTRBX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). 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 : 9.30 vs. MTRBX (0.84). CLBCX return over 5 years is better than : 33.71 vs. MTRBX (5.91).
| CLBCX | MTRBX | CLBCX / MTRBX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 8.419 | 5.314 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.65B | 3,322% |
| Annual Yield % from dividends | 1.12 | 1.56 | 72% |
| Returns for 1 year | 9.30 | 0.84 | 1,105% |
| Returns for 3 years | 29.77 | 6.94 | 429% |
| Returns for 5 years | 33.71 | 5.91 | 570% |
| Returns for 10 years | 64.58 | 22.97 | 281% |
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