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CLBFX vs MTRBX
CLBFX vs MTRBX Comparison
Open Charts CLBFX vs MTRBX
American Funds American Balanced 529F
Price$38.03
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
CLBFX vs MTRBX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. MTRBX (7.75B). CLBFX pays higher dividends than MTRBX: CLBFX (1.94) 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 : 11.92 vs. MTRBX (0.73). CLBFX return over 5 years is better than : 43.66 vs. MTRBX (7.84).
| 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 | 11.937 | 7.483 | 160% |
| 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 | 1.94 | 1.54 | 126% |
| Returns for 1 year | 11.92 | 0.73 | 1,632% |
| Returns for 3 years | 38.90 | 9.94 | 391% |
| Returns for 5 years | 43.66 | 7.84 | 557% |
| Returns for 10 years | 93.51 | 30.50 | 307% |
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