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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
MFS Total Return R2
Price$19.27
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.79B
CLBCX vs MTRRX Comparison Chart
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CLBCX vs. MTRRX commentary
Jan 19, 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 CLBCX is a Buy and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. MTRRX (7.79B). MTRRX pays higher dividends than CLBCX: MTRRX (2.07) vs CLBCX (1.52). CLBCX was incepted earlier than MTRRX: CLBCX (23 years) vs MTRRX (21 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (43.00). MTRRX has a lower initial minimum investment than CLBCX: MTRRX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 11.42 vs. MTRRX (4.22). CLBCX return over 5 years is better than : 26.62 vs. MTRRX (2.95).
| CLBCX | MTRRX | CLBCX / MTRRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 1.894 | 1.421 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.79B | 3,081% |
| Annual Yield % from dividends | 1.52 | 2.07 | 73% |
| Returns for 1 year | 11.42 | 4.22 | 271% |
| Returns for 3 years | 11.24 | -4.25 | -264% |
| Returns for 5 years | 26.62 | 2.95 | 901% |
| Returns for 10 years | 56.78 | 27.15 | 209% |
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