Interact to see
Advertisement
Advertisement
CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
MFS Total Return R2
Price$20.06
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.55B
CLBFX vs MTRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MTRRX commentary
Nov 20, 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 Hold and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. MTRRX (7.55B). MTRRX pays higher dividends than CLBFX: MTRRX (2.13) vs CLBFX (1.86). 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 : 8.95 vs. MTRRX (-2.08). CLBFX return over 5 years is better than : 40.97 vs. MTRRX (4.45).
| 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 | 13.881 | 7.405 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 7.55B | 3,498% |
| Annual Yield % from dividends | 1.86 | 2.13 | 87% |
| Returns for 1 year | 8.95 | -2.08 | -430% |
| Returns for 3 years | 42.00 | 10.36 | 405% |
| Returns for 5 years | 40.97 | 4.45 | 921% |
| Returns for 10 years | 86.36 | 32.44 | 266% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers