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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return B
Price$19.94
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBAX vs MTRBX Comparison Chart in %
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CLBAX vs. MTRBX commentary
Jul 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 CLBAX is a Buy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B 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 : 7.84 vs. MTRBX (3.03). CLBAX return over 5 years is better than : 43.26 vs. MTRBX (10.84).
| CLBAX | MTRBX | CLBAX / MTRBX | |
| Total Expense Ratio | 0.58 | 1.47 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.47 | 39% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 8.073 | 5.861 | 138% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.74B | 3,254% |
| Annual Yield % from dividends | 1.84 | 1.54 | 120% |
| Returns for 1 year | 7.84 | 3.03 | 259% |
| Returns for 3 years | 36.14 | 11.03 | 328% |
| Returns for 5 years | 43.26 | 10.84 | 399% |
| Returns for 10 years | 77.55 | 24.07 | 322% |
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