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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MFS Total Return R2
Price$20.20
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
CLBFX vs MTRRX Comparison Chart in %
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CLBFX vs. MTRRX commentary
Sep 09, 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 CLBFX is a Buy and MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. MTRRX (7.75B). MTRRX (2.04) and CLBFX (1.94) have matching dividends . CLBFX was incepted earlier than MTRRX: CLBFX (23 years) vs MTRRX (22 years). MTRRX (0.97) is less costly to investors than CLBFX (0.67). MTRRX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). MTRRX has a lower initial minimum investment than CLBFX: MTRRX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 11.47 vs. MTRRX (1.08). CLBFX return over 5 years is better than : 43.09 vs. MTRRX (10.44).
| CLBFX | MTRRX | CLBFX / MTRRX | |
| Total Expense Ratio | 0.67 | 0.97 | 69% |
| Annual Report Gross Expense Ratio | 0.67 | 0.97 | 69% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 11.495 | 7.710 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.94 | 2.04 | 95% |
| Returns for 1 year | 11.47 | 1.08 | 1,063% |
| Returns for 3 years | 38.35 | 11.48 | 334% |
| Returns for 5 years | 43.09 | 10.44 | 413% |
| Returns for 10 years | 92.75 | 37.06 | 250% |
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