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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MFS Total Return B
Price$20.19
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
CLBCX vs MTRBX Comparison Chart in %
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CLBCX vs. MTRBX commentary
Sep 09, 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: 259B vs. MTRBX (7.75B). MTRBX pays higher dividends than CLBCX: MTRBX (1.54) vs CLBCX (1.11). 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 : 10.90 vs. MTRBX (0.73). CLBCX return over 5 years is better than : 37.22 vs. MTRBX (7.84).
| CLBCX | MTRBX | CLBCX / MTRBX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 11.223 | 7.483 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.11 | 1.54 | 72% |
| Returns for 1 year | 10.90 | 0.73 | 1,494% |
| Returns for 3 years | 35.13 | 9.94 | 353% |
| Returns for 5 years | 37.22 | 7.84 | 475% |
| Returns for 10 years | 76.01 | 30.50 | 249% |
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