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CLBFX vs MTRBX
CLBFX vs MTRBX Comparison
Open Charts CLBFX vs MTRBX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return B
Price$19.94
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBFX vs MTRBX Comparison Chart in %
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CLBFX vs. MTRBX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. MTRBX (7.74B). CLBFX pays higher dividends than MTRBX: CLBFX (1.99) vs MTRBX (1.54). 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 : 8.02 vs. MTRBX (3.03). CLBFX return over 5 years is better than : 44.49 vs. MTRBX (10.84).
| 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 | 8.169 | 5.861 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.74B | 3,254% |
| Annual Yield % from dividends | 1.99 | 1.54 | 129% |
| Returns for 1 year | 8.02 | 3.03 | 265% |
| Returns for 3 years | 36.80 | 11.03 | 334% |
| Returns for 5 years | 44.49 | 10.84 | 410% |
| Returns for 10 years | 81.14 | 24.07 | 337% |
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