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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
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.
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).
| 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 | 10.739 | 4.036 | 266% |
| 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 | 1.70 | 1.61 | 106% |
| Returns for 1 year | 9.15 | 3.35 | 273% |
| Returns for 3 years | 38.03 | 10.18 | 374% |
| Returns for 5 years | 36.56 | 2.06 | 1,774% |
| Returns for 10 years | 84.88 | 27.22 | 312% |
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