Interact to see
Advertisement
Advertisement
CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MFS Total Return B
Price$20.19
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
CLBAX vs MTRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MTRBX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. MTRBX (7.75B). CLBAX pays higher dividends than MTRBX: CLBAX (1.80) vs MTRBX (1.54). 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 : 11.72 vs. MTRBX (0.73). CLBAX return over 5 years is better than : 42.50 vs. MTRBX (7.84).
| 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 | 11.803 | 7.483 | 158% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.80 | 1.54 | 117% |
| Returns for 1 year | 11.72 | 0.73 | 1,606% |
| Returns for 3 years | 38.19 | 9.94 | 384% |
| Returns for 5 years | 42.50 | 7.84 | 542% |
| Returns for 10 years | 89.77 | 30.50 | 294% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DTGRX | 72.37 | 0.58 | +0.81% |
| BNY Mellon Technology Growth A | |||
| CIRAX | 78.66 | 0.13 | +0.17% |
| American Funds Capital Income Bldr 529A | |||
| LMBCX | 12.92 | -0.01 | -0.08% |
| Franklin U.S. Small Cap Equity C | |||
| RMLPX | 24.76 | -0.07 | -0.28% |
| Recurrent MLP & Infrastructure Class I | |||
| BARIX | 100.73 | -0.77 | -0.76% |
| Baron Asset Instl | |||