CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MTRBX
Price
$19.94
Change
+$0.04 (+0.20%)
Updated
Jul 3 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$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return B
Price$19.94
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBAX vs MTRBX Comparison Chart in %
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CLBAX vs. MTRBX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B 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 : 7.84 vs. MTRBX (3.03). CLBAX return over 5 years is better than : 43.26 vs. MTRBX (10.84).
CLBAXMTRBXCLBAX / MTRBX
Total Expense Ratio0.581.4739%
Annual Report Gross Expense Ratio0.581.4739%
Fund Existence23 years32 years-
Gain YTD8.0735.861138%
Front Load4%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.841.54120%
Returns for 1 year7.843.03259%
Returns for 3 years36.1411.03328%
Returns for 5 years43.2610.84399%
Returns for 10 years77.5524.07322%
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