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CLBFX vs MTRBX
CLBFX vs MTRBX Comparison
Open Charts CLBFX vs MTRBX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
MFS Total Return B
Price$19.81
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
CLBFX vs MTRBX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. MTRBX (7.65B). CLBFX pays higher dividends than MTRBX: CLBFX (1.97) vs MTRBX (1.56). 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 : 10.27 vs. MTRBX (0.84). CLBFX return over 5 years is better than : 39.97 vs. MTRBX (5.91).
| 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 | 9.023 | 5.314 | 170% |
| 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 | 1.97 | 1.56 | 127% |
| Returns for 1 year | 10.27 | 0.84 | 1,220% |
| Returns for 3 years | 33.41 | 6.94 | 482% |
| Returns for 5 years | 39.97 | 5.91 | 676% |
| Returns for 10 years | 80.95 | 22.97 | 352% |
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