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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return B
Price$20.03
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBCX vs MTRBX Comparison Chart in %
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CLBCX vs. MTRBX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B 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 : 9.42 vs. MTRBX (1.94). CLBCX return over 5 years is better than : 36.20 vs. MTRBX (8.62).
| 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 | 8.536 | 6.338 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.13 | 1.54 | 74% |
| Returns for 1 year | 9.42 | 1.94 | 486% |
| Returns for 3 years | 32.73 | 9.96 | 329% |
| Returns for 5 years | 36.20 | 8.62 | 420% |
| Returns for 10 years | 64.69 | 24.30 | 266% |