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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MFS Total Return R2
Price$20.20
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
CLBCX vs MTRRX Comparison Chart in %
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CLBCX vs. MTRRX commentary
Sep 09, 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: 259B vs. MTRRX (7.75B). MTRRX pays higher dividends than CLBCX: MTRRX (2.04) vs CLBCX (1.11). CLBCX was incepted earlier than MTRRX: CLBCX (24 years) vs MTRRX (22 years). CLBCX (1.35) is less costly to investors than MTRRX (0.97). MTRRX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). 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 : 10.47 vs. MTRRX (1.08). CLBCX return over 5 years is better than : 36.68 vs. MTRRX (10.44).
| CLBCX | MTRRX | CLBCX / MTRRX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.35 | 0.97 | 139% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 10.785 | 7.710 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.11 | 2.04 | 54% |
| Returns for 1 year | 10.47 | 1.08 | 969% |
| Returns for 3 years | 34.60 | 11.48 | 301% |
| Returns for 5 years | 36.68 | 10.44 | 351% |
| Returns for 10 years | 75.31 | 37.06 | 203% |
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