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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$36.86
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
CLBCX vs MTRBX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. MTRBX (7.74B). MTRBX pays higher dividends than CLBCX: MTRBX (1.54) vs CLBCX (1.13). CLBCX was incepted earlier than MTRBX: CLBCX (23 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 : 7.04 vs. MTRBX (3.03). CLBCX return over 5 years is better than : 37.95 vs. MTRBX (10.84).
| CLBCX | MTRBX | CLBCX / MTRBX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 7.660 | 5.861 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.74B | 3,254% |
| Annual Yield % from dividends | 1.13 | 1.54 | 74% |
| Returns for 1 year | 7.04 | 3.03 | 233% |
| Returns for 3 years | 33.08 | 11.03 | 300% |
| Returns for 5 years | 37.95 | 10.84 | 350% |
| Returns for 10 years | 64.69 | 24.07 | 269% |
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