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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
MFS Total Return B
Price$20.23
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
CLBAX vs MTRBX Comparison Chart in %
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CLBAX vs. MTRBX commentary
Oct 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 CLBAX is a Buy and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. MTRBX (7.64B). CLBAX pays higher dividends than MTRBX: CLBAX (1.76) vs MTRBX (1.57). 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 : 8.72 vs. MTRBX (-1.49). CLBAX return over 5 years is better than : 43.96 vs. MTRBX (6.00).
| 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 | 14.656 | 7.865 | 186% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.64B | 3,480% |
| Annual Yield % from dividends | 1.76 | 1.57 | 112% |
| Returns for 1 year | 8.72 | -1.49 | -585% |
| Returns for 3 years | 51.33 | 16.55 | 310% |
| Returns for 5 years | 43.96 | 6.00 | 732% |
| Returns for 10 years | 88.01 | 28.34 | 310% |
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