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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$34.80
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.88B
MFS Total Return R2
Price$19.12
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.53B
CLBCX vs MTRRX Comparison Chart
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CLBCX vs. MTRRX commentary
May 24, 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: 238B vs. MTRRX (7.53B). MTRRX pays higher dividends than CLBCX: MTRRX (2.11) vs CLBCX (1.23). CLBCX was incepted earlier than MTRRX: CLBCX (23 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 : 4.46 vs. MTRRX (-0.69). CLBCX return over 5 years is better than : 34.45 vs. MTRRX (12.91).
| CLBCX | MTRRX | CLBCX / MTRRX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.35 | 0.97 | 139% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 1.524 | 1.415 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 7.53B | 3,163% |
| Annual Yield % from dividends | 1.23 | 2.11 | 58% |
| Returns for 1 year | 4.46 | -0.69 | -643% |
| Returns for 3 years | 20.70 | 4.70 | 440% |
| Returns for 5 years | 34.45 | 12.91 | 267% |
| Returns for 10 years | 53.10 | 23.76 | 224% |
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