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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
MFS Total Return R2
Price$20.04
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.73B
CLBFX vs MTRRX Comparison Chart in %
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CLBFX vs. MTRRX commentary
Jul 26, 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: 254B vs. MTRRX (7.73B). MTRRX (2.06) and CLBFX (1.99) 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 : 10.40 vs. MTRRX (2.24). CLBFX return over 5 years is better than : 42.59 vs. MTRRX (11.23).
| 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 | 9.111 | 6.469 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.73B | 3,286% |
| Annual Yield % from dividends | 1.99 | 2.06 | 97% |
| Returns for 1 year | 10.40 | 2.24 | 464% |
| Returns for 3 years | 36.42 | 11.44 | 318% |
| Returns for 5 years | 42.59 | 11.23 | 379% |
| Returns for 10 years | 81.10 | 30.48 | 266% |
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