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CLBFX vs MTRBX
CLBFX vs MTRBX Comparison
Open Charts CLBFX vs MTRBX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
MFS Total Return B
Price$20.39
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets7.66B
CLBFX vs MTRBX Comparison Chart in %
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CLBFX vs. MTRBX commentary
Dec 04, 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 StrongBuy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MTRBX (7.66B). CLBFX pays higher dividends than MTRBX: CLBFX (1.83) vs MTRBX (1.61). 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 : 9.42 vs. MTRBX (-2.67). CLBFX return over 5 years is better than : 42.06 vs. MTRBX (1.65).
| 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 | 16.745 | 8.255 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.66B | 3,511% |
| Annual Yield % from dividends | 1.83 | 1.61 | 114% |
| Returns for 1 year | 9.42 | -2.67 | -353% |
| Returns for 3 years | 41.56 | 7.53 | 552% |
| Returns for 5 years | 42.06 | 1.65 | 2,549% |
| Returns for 10 years | 90.52 | 27.48 | 329% |