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CLBFX vs MTRBX
CLBFX vs MTRBX Comparison
Open Charts CLBFX vs MTRBX
American Funds American Balanced 529F
Price$33.35
Change+$1.62 (+5.11%)
VolumeN/A
Net Assets217.49B
MFS Total Return B
Price$18.64
Change+$0.66 (+3.67%)
VolumeN/A
Net Assets7.42B
CLBFX vs MTRBX Comparison Chart
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CLBFX 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 CLBFX is a Buy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 217B vs. MTRBX (7.42B). CLBFX pays higher dividends than MTRBX: CLBFX (2.14) vs MTRBX (1.52). CLBFX was incepted earlier than MTRBX: CLBFX (23 years) vs MTRBX (32 years). MTRBX (1.47) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (53.00). CLBFX has a lower initial minimum investment than MTRBX: CLBFX (250) vs MTRBX (1000). CLBFX annual gain was more profitable for investors over the last year : -3.46 vs. MTRBX (-7.24). CLBFX return over 5 years is better than : 32.93 vs. MTRBX (5.51).
| CLBFX | MTRBX | CLBFX / MTRBX | |
| Total Expense Ratio | 0.68 | 1.47 | 46% |
| Annual Report Gross Expense Ratio | 0.68 | 1.47 | 46% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -6.926 | -4.942 | 140% |
| 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 | 2.14 | 1.52 | 141% |
| Returns for 1 year | -3.46 | -7.24 | 48% |
| Returns for 3 years | 6.59 | -7.61 | -87% |
| Returns for 5 years | 32.93 | 5.51 | 598% |
| Returns for 10 years | 54.04 | 10.53 | 513% |
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