Interact to see
Advertisement
Advertisement
CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$38.83
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
MFS Total Return R2
Price$20.44
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets7.81B
CLBFX vs MTRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MTRRX commentary
Oct 06, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. MTRRX (7.81B). MTRRX pays higher dividends than CLBFX: MTRRX (2.07) vs CLBFX (1.60). 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 : 9.65 vs. MTRRX (1.44). CLBFX return over 5 years is better than : 47.63 vs. MTRRX (12.68).
| 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 | 14.291 | 9.374 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.81B | 3,405% |
| Annual Yield % from dividends | 1.60 | 2.07 | 77% |
| Returns for 1 year | 9.65 | 1.44 | 672% |
| Returns for 3 years | 48.19 | 17.40 | 277% |
| Returns for 5 years | 47.63 | 12.68 | 376% |
| Returns for 10 years | 94.49 | 38.18 | 247% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement