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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return B
Price$20.03
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBAX vs MTRBX Comparison Chart in %
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CLBAX vs. MTRBX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. MTRBX (7.74B). CLBAX pays higher dividends than MTRBX: CLBAX (1.84) vs MTRBX (1.54). CLBAX was incepted earlier than MTRBX: CLBAX (23 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 : 10.23 vs. MTRBX (1.94). CLBAX return over 5 years is better than : 41.42 vs. MTRBX (8.62).
| CLBAX | MTRBX | CLBAX / MTRBX | |
| Total Expense Ratio | 0.58 | 1.47 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.47 | 39% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 9.013 | 6.338 | 142% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.84 | 1.54 | 120% |
| Returns for 1 year | 10.23 | 1.94 | 528% |
| Returns for 3 years | 35.76 | 9.96 | 359% |
| Returns for 5 years | 41.42 | 8.62 | 481% |
| Returns for 10 years | 77.58 | 24.30 | 319% |
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