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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
MFS Total Return B
Price$20.23
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
CLBCX vs MTRBX Comparison Chart in %
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CLBCX vs. MTRBX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. MTRBX (7.64B). MTRBX pays higher dividends than CLBCX: MTRBX (1.57) vs CLBCX (1.06). 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 : 7.87 vs. MTRBX (-1.49). CLBCX return over 5 years is better than : 38.56 vs. MTRBX (6.00).
| 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 | 13.912 | 7.865 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.64B | 3,480% |
| Annual Yield % from dividends | 1.06 | 1.57 | 67% |
| Returns for 1 year | 7.87 | -1.49 | -528% |
| Returns for 3 years | 47.86 | 16.55 | 289% |
| Returns for 5 years | 38.56 | 6.00 | 642% |
| Returns for 10 years | 74.34 | 28.34 | 262% |
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