CLBFX
Price
$37.32
Change
-$0.09 (-0.24%)
Updated
Aug 15 closing price
Net Assets
256.26B
MTRBX
Price
$20.02
Change
-$0.05 (-0.25%)
Updated
Aug 15 closing price
Net Assets
7.73B
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CLBFX vs MTRBX

Header iconCLBFX vs MTRBX Comparison
Open Charts CLBFX vs MTRBXBanner chart's image
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MFS Total Return B
Price$20.02
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.73B
CLBFX vs MTRBX Comparison Chart in %
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CLBFX vs. MTRBX commentary
Aug 18, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. MTRBX (7.73B). CLBFX pays higher dividends than MTRBX: CLBFX (1.97) vs MTRBX (1.56). 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 : 8.11 vs. MTRBX (0.45). CLBFX return over 5 years is better than : 40.98 vs. MTRBX (6.66).
CLBFXMTRBXCLBFX / MTRBX
Total Expense Ratio0.671.4746%
Annual Report Gross Expense Ratio0.671.4746%
Fund Existence23 years32 years-
Gain YTD9.8476.431153%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets256B7.73B3,313%
Annual Yield % from dividends1.971.56127%
Returns for 1 year8.110.451,793%
Returns for 3 years31.154.94631%
Returns for 5 years40.986.66615%
Returns for 10 years82.3224.28339%
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