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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
MFS Total Return B
Price$19.87
Change-$0.41 (-2.02%)
VolumeN/A
Net Assets7.74B
CLBAX vs MTRBX Comparison Chart in %
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CLBAX vs. MTRBX commentary
Feb 05, 2026
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 Hold and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. MTRBX (7.74B). CLBAX pays higher dividends than MTRBX: CLBAX (1.89) vs MTRBX (1.63). 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). CLBAX is a more actively managed with annual turnover of: 44.00 vs. MTRBX (41.00). 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 : 11.35 vs. MTRBX (4.58). CLBAX return over 5 years is better than : 37.40 vs. MTRBX (2.09).
| 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 | 2.460 | 2.883 | 85% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 1.89 | 1.63 | 116% |
| Returns for 1 year | 11.35 | 4.58 | 248% |
| Returns for 3 years | 36.75 | 8.35 | 440% |
| Returns for 5 years | 37.40 | 2.09 | 1,794% |
| Returns for 10 years | 100.85 | 36.05 | 280% |
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