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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$33.71
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
MFS Total Return R2
Price$18.84
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets7.46B
CLBFX vs MTRRX Comparison Chart
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CLBFX vs. MTRRX commentary
Apr 28, 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: 231B vs. MTRRX (7.47B). CLBFX (2.14) and MTRRX (2.05) 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 (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (53.00). 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 : 5.03 vs. MTRRX (-0.24). CLBFX return over 5 years is better than : 39.15 vs. MTRRX (13.04).
| CLBFX | MTRRX | CLBFX / MTRRX | |
| Total Expense Ratio | 0.68 | 0.97 | 70% |
| Annual Report Gross Expense Ratio | 0.68 | 0.97 | 70% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | -1.118 | -0.309 | 362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 7.47B | 3,094% |
| Annual Yield % from dividends | 2.14 | 2.05 | 104% |
| Returns for 1 year | 5.03 | -0.24 | -2,084% |
| Returns for 3 years | 18.22 | 1.65 | 1,102% |
| Returns for 5 years | 39.15 | 13.04 | 300% |
| Returns for 10 years | 62.42 | 21.43 | 291% |
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