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CLBAX vs MTRRX
CLBAX vs MTRRX Comparison
Open Charts CLBAX vs MTRRX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MFS Total Return R2
Price$19.34
Change-$0.17 (-0.87%)
VolumeN/A
Net Assets7.55B
CLBAX vs MTRRX Comparison Chart
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CLBAX vs. MTRRX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. MTRRX (7.55B). MTRRX pays higher dividends than CLBAX: MTRRX (2.09) vs CLBAX (1.91). 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 : 5.26 vs. MTRRX (0.26). CLBAX return over 5 years is better than : 40.12 vs. MTRRX (11.08).
| CLBAX | MTRRX | CLBAX / MTRRX | |
| Total Expense Ratio | 0.58 | 0.97 | 60% |
| Annual Report Gross Expense Ratio | 0.58 | 0.97 | 60% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 4.431 | 2.717 | 163% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 1.91 | 2.09 | 91% |
| Returns for 1 year | 5.26 | 0.26 | 2,027% |
| Returns for 3 years | 33.60 | 11.64 | 289% |
| Returns for 5 years | 40.12 | 11.08 | 362% |
| Returns for 10 years | 70.29 | 25.71 | 273% |
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