Ad is loading...
CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
MFS Total Return R2
Price$19.06
Change-$0.39 (-2.01%)
VolumeN/A
Net Assets7.75B
CLBFX vs MTRRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MTRRX commentary
Apr 04, 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: 235B vs. MTRRX (7.75B). CLBFX (2.14) and MTRRX (2.05) have matching dividends . CLBFX was incepted earlier than MTRRX: CLBFX (23 years) vs MTRRX (21 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 : 1.49 vs. MTRRX (0.59). CLBFX return over 5 years is better than : 49.30 vs. MTRRX (26.45).
| 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 | 21 years | - |
| Gain YTD | -2.116 | 2.919 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 7.75B | 3,033% |
| Annual Yield % from dividends | 2.14 | 2.05 | 104% |
| Returns for 1 year | 1.49 | 0.59 | 253% |
| Returns for 3 years | 10.84 | 0.50 | 2,150% |
| Returns for 5 years | 49.30 | 26.45 | 186% |
| Returns for 10 years | 62.85 | 26.18 | 240% |
View a ticker or compare two or three
VS
VS
Ad is loading...