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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
MFS Total Return R2
Price$19.06
Change-$0.39 (-2.01%)
VolumeN/A
Net Assets7.75B
CLBCX vs MTRRX Comparison Chart
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CLBCX vs. MTRRX commentary
Apr 04, 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 Hold and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. MTRRX (7.75B). MTRRX pays higher dividends than CLBCX: MTRRX (2.05) vs CLBCX (1.22). CLBCX was incepted earlier than MTRRX: CLBCX (23 years) vs MTRRX (21 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 (0.61) and MTRRX (0.59) have marching annual gain over last year. CLBCX return over 5 years is better than : 42.55 vs. MTRRX (26.45).
| 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 | 21 years | - |
| Gain YTD | -2.356 | 2.919 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 7.75B | 3,033% |
| Annual Yield % from dividends | 1.22 | 2.05 | 60% |
| Returns for 1 year | 0.61 | 0.59 | 104% |
| Returns for 3 years | 7.83 | 0.50 | 1,554% |
| Returns for 5 years | 42.55 | 26.45 | 161% |
| Returns for 10 years | 48.08 | 26.18 | 184% |
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