Interact to see
Advertisement
Advertisement
CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$39.01
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
CLBCX vs MTRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX 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 CLBCX is a Buy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MTRBX (7.68B). MTRBX pays higher dividends than CLBCX: MTRBX (1.62) vs CLBCX (1.04). CLBCX was incepted earlier than MTRBX: CLBCX (24 years) vs MTRBX (32 years). MTRBX (1.47) is less costly to investors than CLBCX (1.35). MTRBX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than MTRBX: CLBCX (250) vs MTRBX (1000). CLBCX annual gain was more profitable for investors over the last year : 9.13 vs. MTRBX (-1.11). CLBCX return over 5 years is better than : 37.82 vs. MTRBX (3.80).
| CLBCX | MTRBX | CLBCX / MTRBX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 15.461 | 8.736 | 177% |
| Front Load | N/A | 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 | 1.04 | 1.62 | 64% |
| Returns for 1 year | 9.13 | -1.11 | -826% |
| Returns for 3 years | 41.00 | 10.80 | 380% |
| Returns for 5 years | 37.82 | 3.80 | 994% |
| Returns for 10 years | 76.85 | 30.34 | 253% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement