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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MFS Total Return R2
Price$19.34
Change-$0.17 (-0.87%)
VolumeN/A
Net Assets7.55B
CLBCX vs MTRRX Comparison Chart
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CLBCX vs. MTRRX commentary
Jun 15, 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: 244B vs. MTRRX (7.55B). MTRRX pays higher dividends than CLBCX: MTRRX (2.09) vs CLBCX (1.18). 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 : 4.49 vs. MTRRX (0.26). CLBCX return over 5 years is better than : 34.93 vs. MTRRX (11.08).
| 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 | 4.067 | 2.717 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 1.18 | 2.09 | 57% |
| Returns for 1 year | 4.49 | 0.26 | 1,730% |
| Returns for 3 years | 30.63 | 11.64 | 263% |
| Returns for 5 years | 34.93 | 11.08 | 315% |
| Returns for 10 years | 57.89 | 25.71 | 225% |
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