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CLBFX vs MTRBX
CLBFX vs MTRBX Comparison
Open Charts CLBFX vs MTRBX
American Funds American Balanced 529F
Price$34.95
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
MFS Total Return B
Price$20.46
Change-$0.08 (-0.39%)
VolumeN/A
CapitalizationN/A
CLBFX vs MTRBX Comparison Chart
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CLBFX vs. MTRBX 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 CLBFX is a Hold and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 230B vs. MTRBX (7.91B). CLBFX pays higher dividends than MTRBX: CLBFX (2.39) vs MTRBX (1.60). CLBFX was incepted earlier than MTRBX: CLBFX (22 years) vs MTRBX (31 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (43.00). CLBFX has a lower initial minimum investment than MTRBX: CLBFX (250) vs MTRBX (1000). CLBFX annual gain was more profitable for investors over the last year : 12.67 vs. MTRBX (5.32). CLBFX return over 5 years is better than : 35.48 vs. MTRBX (8.72).
| CLBFX | MTRBX | CLBFX / MTRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 31 years | - |
| Gain YTD | 11.647 | 8.146 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 7.91B | 2,907% |
| Annual Yield % from dividends | 2.39 | 1.60 | 150% |
| Returns for 1 year | 12.67 | 5.32 | 238% |
| Returns for 3 years | 13.69 | 0.39 | 3,473% |
| Returns for 5 years | 35.48 | 8.72 | 407% |
| Returns for 10 years | 61.86 | 24.12 | 256% |
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