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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$34.74
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.88B
MFS Total Return R2
Price$19.12
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.53B
CLBFX vs MTRRX Comparison Chart
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CLBFX vs. MTRRX commentary
May 24, 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: 238B vs. MTRRX (7.53B). CLBFX (2.15) and MTRRX (2.11) 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 : 5.38 vs. MTRRX (-0.69). CLBFX return over 5 years is better than : 40.81 vs. MTRRX (12.91).
| 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 | 1.903 | 1.415 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 7.53B | 3,163% |
| Annual Yield % from dividends | 2.15 | 2.11 | 102% |
| Returns for 1 year | 5.38 | -0.69 | -776% |
| Returns for 3 years | 24.08 | 4.70 | 512% |
| Returns for 5 years | 40.81 | 12.91 | 316% |
| Returns for 10 years | 68.38 | 23.76 | 288% |
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