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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MFS Total Return B
Price$19.33
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets7.55B
CLBCX vs MTRBX Comparison Chart
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CLBCX vs. MTRBX commentary
Jun 16, 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: 244B vs. MTRBX (7.55B). MTRBX pays higher dividends than CLBCX: MTRBX (1.56) vs CLBCX (1.18). 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 : 4.49 vs. MTRBX (-0.23). CLBCX return over 5 years is better than : 34.93 vs. MTRBX (8.31).
| 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 | 4.067 | 2.483 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 1.18 | 1.56 | 76% |
| Returns for 1 year | 4.49 | -0.23 | -1,929% |
| Returns for 3 years | 30.63 | 9.99 | 307% |
| Returns for 5 years | 34.93 | 8.31 | 420% |
| Returns for 10 years | 57.89 | 19.51 | 297% |
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