CLBAX
Price
$37.12
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
MTRBX
Price
$20.03
Change
+$0.03 (+0.15%)
Updated
Jul 25 closing price
Net Assets
7.74B
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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$37.12
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.

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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).
CLBAXMTRBXCLBAX / MTRBX
Total Expense Ratio0.581.4739%
Annual Report Gross Expense Ratio0.581.4739%
Fund Existence23 years32 years-
Gain YTD9.0136.338142%
Front Load4%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B7.74B3,282%
Annual Yield % from dividends1.841.54120%
Returns for 1 year10.231.94528%
Returns for 3 years35.769.96359%
Returns for 5 years41.428.62481%
Returns for 10 years77.5824.30319%
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