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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
MFS Total Return R2
Price$19.27
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.79B
CLBFX vs MTRRX Comparison Chart
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CLBFX vs. MTRRX commentary
Jan 19, 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: 240B vs. MTRRX (7.79B). CLBFX pays higher dividends than MTRRX: CLBFX (2.39) vs MTRRX (2.07). CLBFX was incepted earlier than MTRRX: CLBFX (22 years) vs MTRRX (21 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (43.00). 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 : 12.43 vs. MTRRX (4.22). CLBFX return over 5 years is better than : 32.62 vs. MTRRX (2.95).
| CLBFX | MTRRX | CLBFX / MTRRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | 1.958 | 1.421 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.79B | 3,081% |
| Annual Yield % from dividends | 2.39 | 2.07 | 115% |
| Returns for 1 year | 12.43 | 4.22 | 295% |
| Returns for 3 years | 14.37 | -4.25 | -338% |
| Returns for 5 years | 32.62 | 2.95 | 1,104% |
| Returns for 10 years | 72.52 | 27.15 | 267% |
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