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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
MFS Total Return R2
Price$20.15
Change-$0.33 (-1.61%)
VolumeN/A
CapitalizationN/A
CLBFX vs MTRRX Comparison Chart
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CLBFX vs. MTRRX 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 StrongBuy and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. MTRRX (7.88B). CLBFX pays higher dividends than MTRRX: CLBFX (2.39) vs MTRRX (2.07). CLBFX was incepted earlier than MTRRX: CLBFX (22 years) vs MTRRX (21 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (43.00). 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 : 12.67 vs. MTRRX (5.88). CLBFX return over 5 years is better than : 35.48 vs. MTRRX (11.52).
| CLBFX | MTRRX | CLBFX / MTRRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | 11.647 | 8.664 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 2.39 | 2.07 | 115% |
| Returns for 1 year | 12.67 | 5.88 | 216% |
| Returns for 3 years | 13.69 | 1.94 | 706% |
| Returns for 5 years | 35.48 | 11.52 | 308% |
| Returns for 10 years | 61.86 | 30.60 | 202% |
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