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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
MFS Total Return R2
Price$20.15
Change-$0.33 (-1.61%)
VolumeN/A
CapitalizationN/A
CLBCX vs MTRRX Comparison Chart
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CLBCX vs. MTRRX commentary
Dec 19, 2024
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 StrongBuy and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. MTRRX (7.88B). 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 : 11.92 vs. MTRRX (5.88). CLBCX return over 5 years is better than : 29.69 vs. MTRRX (11.52).
| 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 | 10.944 | 8.664 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 1.52 | 2.07 | 73% |
| Returns for 1 year | 11.92 | 5.88 | 203% |
| Returns for 3 years | 10.88 | 1.94 | 561% |
| Returns for 5 years | 29.69 | 11.52 | 258% |
| Returns for 10 years | 47.43 | 30.60 | 155% |
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