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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$37.67
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
MFS Total Return B
Price$19.48
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.68B
CLBCX vs MTRBX Comparison Chart in %
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CLBCX 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 CLBCX is a StrongBuy and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MTRBX (7.68B). MTRBX pays higher dividends than CLBCX: MTRBX (1.61) vs CLBCX (1.02). 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 : 8.50 vs. MTRBX (3.35). CLBCX return over 5 years is better than : 31.70 vs. MTRBX (2.06).
| 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 | 10.112 | 4.036 | 251% |
| 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 | 1.02 | 1.61 | 64% |
| Returns for 1 year | 8.50 | 3.35 | 253% |
| Returns for 3 years | 35.19 | 10.18 | 346% |
| Returns for 5 years | 31.70 | 2.06 | 1,538% |
| Returns for 10 years | 71.78 | 27.22 | 264% |
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