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CLBFX vs MTRBX
CLBFX vs MTRBX Comparison
Open Charts CLBFX vs MTRBX
American Funds American Balanced 529F
Price$38.49
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
CLBFX vs MTRBX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. MTRBX (7.76B). CLBFX pays higher dividends than MTRBX: CLBFX (1.94) vs MTRBX (1.54). CLBFX was incepted earlier than MTRBX: CLBFX (23 years) vs MTRBX (32 years). MTRBX (1.47) is less costly to investors than CLBFX (0.67). MTRBX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). 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 : 10.06 vs. MTRBX (-0.39). CLBFX return over 5 years is better than : 46.28 vs. MTRBX (8.22).
| CLBFX | MTRBX | CLBFX / MTRBX | |
| Total Expense Ratio | 0.67 | 1.47 | 46% |
| Annual Report Gross Expense Ratio | 0.67 | 1.47 | 46% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 13.291 | 7.642 | 174% |
| Front Load | N/A | 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 | 1.94 | 1.54 | 126% |
| Returns for 1 year | 10.06 | -0.39 | -2,573% |
| Returns for 3 years | 44.25 | 12.55 | 353% |
| Returns for 5 years | 46.28 | 8.22 | 563% |
| Returns for 10 years | 95.21 | 30.84 | 309% |
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