CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MTRRX
Price
$19.95
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBAX vs MTRRX

Header iconCLBAX vs MTRRX Comparison
Open Charts CLBAX vs MTRRXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return R2
Price$19.95
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBAX vs MTRRX Comparison Chart in %
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CLBAX vs. MTRRX commentary
Jul 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 CLBAX is a Buy and MTRRX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. MTRRX (7.74B). MTRRX pays higher dividends than CLBAX: MTRRX (2.06) vs CLBAX (1.84). CLBAX was incepted earlier than MTRRX: CLBAX (23 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 : 7.84 vs. MTRRX (3.54). CLBAX return over 5 years is better than : 43.26 vs. MTRRX (7.33).
CLBAXMTRRXCLBAX / MTRRX
Total Expense Ratio0.580.9760%
Annual Report Gross Expense Ratio0.580.9760%
Fund Existence23 years22 years-
Gain YTD8.0736.150131%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.842.0689%
Returns for 1 year7.843.54221%
Returns for 3 years36.1412.75283%
Returns for 5 years43.267.33590%
Returns for 10 years77.5530.51254%
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