CLBAX
Price
$37.60
Change
+$0.04 (+0.11%)
Updated
Dec 26 closing price
Net Assets
269.37B
MTRBX
Price
$19.48
Change
+$0.01 (+0.05%)
Updated
Dec 26 closing price
Net Assets
7.68B
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CLBAX vs MTRBX

Header iconCLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBXBanner chart's image
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
MFS Total Return B
Price$19.48
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.68B
CLBAX vs MTRBX Comparison Chart in %
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CLBAX vs. MTRBX commentary
Dec 28, 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 StrongBuy and MTRBX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. MTRBX (7.68B). CLBAX pays higher dividends than MTRBX: CLBAX (1.70) vs MTRBX (1.61). 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 : 9.15 vs. MTRBX (3.35). CLBAX return over 5 years is better than : 36.56 vs. MTRBX (2.06).
CLBAXMTRBXCLBAX / MTRBX
Total Expense Ratio0.581.4739%
Annual Report Gross Expense Ratio0.581.4739%
Fund Existence24 years32 years-
Gain YTD10.7394.036266%
Front Load4%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets269B7.68B3,501%
Annual Yield % from dividends1.701.61106%
Returns for 1 year9.153.35273%
Returns for 3 years38.0310.18374%
Returns for 5 years36.562.061,774%
Returns for 10 years84.8827.22312%
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