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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return B
Price$20.23
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
CLBAX vs MTRBX Comparison Chart in %
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CLBAX vs. MTRBX commentary
Nov 14, 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: 269B vs. MTRBX (7.68B). CLBAX pays higher dividends than MTRBX: CLBAX (1.73) vs MTRBX (1.62). 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 : 9.96 vs. MTRBX (-1.11). CLBAX return over 5 years is better than : 43.13 vs. MTRBX (3.80).
| 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 | 16.246 | 8.736 | 186% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.73 | 1.62 | 107% |
| Returns for 1 year | 9.96 | -1.11 | -901% |
| Returns for 3 years | 44.29 | 10.80 | 410% |
| Returns for 5 years | 43.13 | 3.80 | 1,134% |
| Returns for 10 years | 90.70 | 30.34 | 299% |
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