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CLBAX vs MTRRX
CLBAX vs MTRRX Comparison
Open Charts CLBAX vs MTRRX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
MFS Total Return R2
Price$20.26
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.69B
CLBAX vs MTRRX Comparison Chart in %
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CLBAX vs. MTRRX commentary
Sep 27, 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 CLBAX is a Hold and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. MTRRX (7.69B). MTRRX pays higher dividends than CLBAX: MTRRX (2.04) vs CLBAX (1.80). CLBAX was incepted earlier than MTRRX: CLBAX (24 years) vs MTRRX (22 years). MTRRX (0.97) is less costly to investors than CLBAX (0.58). MTRRX is a more actively managed with annual turnover of: 53.00 vs. CLBAX (44.00). MTRRX has a lower initial minimum investment than CLBAX: MTRRX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 7.51 vs. MTRRX (-0.13). CLBAX return over 5 years is better than : 45.55 vs. MTRRX (12.62).
| CLBAX | MTRRX | CLBAX / MTRRX | |
| Total Expense Ratio | 0.58 | 0.97 | 60% |
| Annual Report Gross Expense Ratio | 0.58 | 0.97 | 60% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 12.537 | 8.190 | 153% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 7.69B | 3,406% |
| Annual Yield % from dividends | 1.80 | 2.04 | 88% |
| Returns for 1 year | 7.51 | -0.13 | -5,623% |
| Returns for 3 years | 51.25 | 21.00 | 244% |
| Returns for 5 years | 45.55 | 12.62 | 361% |
| Returns for 10 years | 94.60 | 40.62 | 233% |
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