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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
MFS Total Return B
Price$19.99
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.56B
CLBCX vs MTRBX Comparison Chart in %
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CLBCX vs. MTRBX commentary
Nov 20, 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 Hold and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. MTRBX (7.56B). MTRBX pays higher dividends than CLBCX: MTRBX (1.62) vs CLBCX (1.04). CLBCX was incepted earlier than MTRBX: CLBCX (24 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 : 8.18 vs. MTRBX (-2.10). CLBCX return over 5 years is better than : 35.38 vs. MTRBX (2.27).
| CLBCX | MTRBX | CLBCX / MTRBX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 13.269 | 7.080 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.04 | 1.62 | 64% |
| Returns for 1 year | 8.18 | -2.10 | -390% |
| Returns for 3 years | 38.51 | 8.89 | 433% |
| Returns for 5 years | 35.38 | 2.27 | 1,557% |
| Returns for 10 years | 70.03 | 26.09 | 268% |
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