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CLBFX vs MTRBX
CLBFX vs MTRBX Comparison
Open Charts CLBFX vs MTRBX
American Funds American Balanced 529F
Price$35.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
MFS Total Return B
Price$19.23
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.55B
CLBFX vs MTRBX Comparison Chart
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CLBFX vs. MTRBX commentary
Jun 07, 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: 244B vs. MTRBX (7.55B). CLBFX pays higher dividends than MTRBX: CLBFX (2.07) 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 : 7.12 vs. MTRBX (-0.89). CLBFX return over 5 years is better than : 37.52 vs. MTRBX (4.03).
| 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 | 4.660 | 2.164 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,231% |
| Annual Yield % from dividends | 2.07 | 1.56 | 132% |
| Returns for 1 year | 7.12 | -0.89 | -795% |
| Returns for 3 years | 24.88 | 2.84 | 877% |
| Returns for 5 years | 37.52 | 4.03 | 932% |
| Returns for 10 years | 75.19 | 19.99 | 376% |
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