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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return R2
Price$20.87
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
CLBFX vs MTRRX Comparison Chart
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CLBFX vs. MTRRX commentary
Nov 18, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. MTRRX (8.05B). 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 : 21.04 vs. MTRRX (13.36). CLBFX return over 5 years is better than : 38.61 vs. MTRRX (14.17).
| 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 | 14.196 | 10.518 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 2.39 | 2.07 | 115% |
| Returns for 1 year | 21.04 | 13.36 | 158% |
| Returns for 3 years | 12.47 | -4.18 | -298% |
| Returns for 5 years | 38.61 | 14.17 | 272% |
| Returns for 10 years | 66.57 | 34.19 | 195% |
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