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CLBFX vs MTRBX
CLBFX vs MTRBX Comparison
Open Charts CLBFX vs MTRBX
American Funds American Balanced 529F
Price$36.51
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
MFS Total Return B
Price$20.97
Change+$0.02 (+0.10%)
VolumeN/A
CapitalizationN/A
CLBFX vs MTRBX Comparison Chart
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CLBFX vs. MTRBX commentary
Nov 14, 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 StrongBuy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. MTRBX (8.1B). 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 : 24.95 vs. MTRBX (15.59). CLBFX return over 5 years is better than : 41.58 vs. MTRBX (12.30).
| 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 | 15.908 | 10.565 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 8.1B | 2,963% |
| Annual Yield % from dividends | 2.39 | 1.60 | 150% |
| Returns for 1 year | 24.95 | 15.59 | 160% |
| Returns for 3 years | 14.09 | -5.32 | -265% |
| Returns for 5 years | 41.58 | 12.30 | 338% |
| Returns for 10 years | 69.59 | 28.57 | 244% |
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