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CLBFX vs MTRBX
CLBFX vs MTRBX Comparison
Open Charts CLBFX vs MTRBX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
MFS Total Return B
Price$20.23
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
CLBFX vs MTRBX Comparison Chart in %
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CLBFX vs. MTRBX commentary
Nov 14, 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: 269B vs. MTRBX (7.68B). CLBFX pays higher dividends than MTRBX: CLBFX (1.86) vs MTRBX (1.62). 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 : 10.11 vs. MTRBX (-1.11). CLBFX return over 5 years is better than : 44.32 vs. MTRBX (3.80).
| 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 | 16.391 | 8.736 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.86 | 1.62 | 115% |
| Returns for 1 year | 10.11 | -1.11 | -914% |
| Returns for 3 years | 44.93 | 10.80 | 416% |
| Returns for 5 years | 44.32 | 3.80 | 1,165% |
| Returns for 10 years | 94.43 | 30.34 | 311% |
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