Interact to see
Advertisement
Advertisement
CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
MFS Total Return R2
Price$20.00
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.56B
CLBCX vs MTRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MTRRX commentary
Nov 20, 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: 263B vs. MTRRX (7.56B). MTRRX pays higher dividends than CLBCX: MTRRX (2.13) vs CLBCX (1.04). 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 : 8.18 vs. MTRRX (-1.61). CLBCX return over 5 years is better than : 35.38 vs. MTRRX (4.91).
| CLBCX | MTRRX | CLBCX / MTRRX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.35 | 0.97 | 139% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 13.269 | 7.566 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.04 | 2.13 | 49% |
| Returns for 1 year | 8.18 | -1.61 | -509% |
| Returns for 3 years | 38.51 | 10.52 | 366% |
| Returns for 5 years | 35.38 | 4.91 | 721% |
| Returns for 10 years | 70.03 | 32.64 | 215% |