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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MFS Total Return B
Price$20.02
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.73B
CLBAX vs MTRBX Comparison Chart in %
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CLBAX vs. MTRBX commentary
Aug 18, 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 CLBAX is a Buy and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. MTRBX (7.73B). CLBAX pays higher dividends than MTRBX: CLBAX (1.82) vs MTRBX (1.56). CLBAX was incepted earlier than MTRBX: CLBAX (24 years) vs MTRBX (32 years). MTRBX (1.47) is less costly to investors than CLBAX (0.58). MTRBX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than MTRBX: CLBAX (250) vs MTRBX (1000). CLBAX annual gain was more profitable for investors over the last year : 7.96 vs. MTRBX (0.45). CLBAX return over 5 years is better than : 39.83 vs. MTRBX (6.66).
| CLBAX | MTRBX | CLBAX / MTRBX | |
| Total Expense Ratio | 0.58 | 1.47 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.47 | 39% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 9.747 | 6.431 | 152% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.82 | 1.56 | 117% |
| Returns for 1 year | 7.96 | 0.45 | 1,758% |
| Returns for 3 years | 30.56 | 4.94 | 619% |
| Returns for 5 years | 39.83 | 6.66 | 598% |
| Returns for 10 years | 78.78 | 24.28 | 324% |
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