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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$33.80
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
MFS Total Return R2
Price$18.84
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets7.46B
CLBCX vs MTRRX Comparison Chart
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CLBCX vs. MTRRX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 231B vs. MTRRX (7.47B). MTRRX pays higher dividends than CLBCX: MTRRX (2.05) vs CLBCX (1.22). CLBCX was incepted earlier than MTRRX: CLBCX (23 years) vs MTRRX (22 years). CLBCX (1.37) is less costly to investors than MTRRX (0.97). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (53.00). 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 : 4.11 vs. MTRRX (-0.24). CLBCX return over 5 years is better than : 32.94 vs. MTRRX (13.04).
| CLBCX | MTRRX | CLBCX / MTRRX | |
| Total Expense Ratio | 1.37 | 0.97 | 141% |
| Annual Report Gross Expense Ratio | 1.37 | 0.97 | 141% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | -1.394 | -0.309 | 451% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 7.47B | 3,094% |
| Annual Yield % from dividends | 1.22 | 2.05 | 60% |
| Returns for 1 year | 4.11 | -0.24 | -1,703% |
| Returns for 3 years | 15.04 | 1.65 | 909% |
| Returns for 5 years | 32.94 | 13.04 | 253% |
| Returns for 10 years | 47.64 | 21.43 | 222% |
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