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CLBFX vs MTRBX
CLBFX vs MTRBX Comparison
Open Charts CLBFX vs MTRBX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return B
Price$20.23
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
CLBFX vs MTRBX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. MTRBX (7.64B). CLBFX pays higher dividends than MTRBX: CLBFX (1.89) vs MTRBX (1.57). CLBFX was incepted earlier than MTRBX: CLBFX (23 years) vs MTRBX (32 years). MTRBX (1.47) is less costly to investors than CLBFX (0.67). MTRBX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than MTRBX: CLBFX (250) vs MTRBX (1000). CLBFX annual gain was more profitable for investors over the last year : 8.84 vs. MTRBX (-1.49). CLBFX return over 5 years is better than : 45.11 vs. MTRBX (6.00).
| CLBFX | MTRBX | CLBFX / MTRBX | |
| Total Expense Ratio | 0.67 | 1.47 | 46% |
| Annual Report Gross Expense Ratio | 0.67 | 1.47 | 46% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 14.767 | 7.865 | 188% |
| 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 | 1.89 | 1.57 | 120% |
| Returns for 1 year | 8.84 | -1.49 | -593% |
| Returns for 3 years | 52.03 | 16.55 | 314% |
| Returns for 5 years | 45.11 | 6.00 | 751% |
| Returns for 10 years | 91.64 | 28.34 | 323% |
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