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CLBAX vs MTRRX
CLBAX vs MTRRX Comparison
Open Charts CLBAX vs MTRRX
American Funds American Balanced 529A
Price$37.22
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.61B
MFS Total Return R2
Price$20.02
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.73B
CLBAX vs MTRRX Comparison Chart in %
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CLBAX vs. MTRRX commentary
Aug 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. MTRRX (7.73B). MTRRX pays higher dividends than CLBAX: MTRRX (2.08) vs CLBAX (1.82). 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 : 7.81 vs. MTRRX (0.60). CLBAX return over 5 years is better than : 39.89 vs. MTRRX (9.61).
| 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 | 9.717 | 6.715 | 145% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.82 | 2.08 | 88% |
| Returns for 1 year | 7.81 | 0.60 | 1,293% |
| Returns for 3 years | 32.09 | 7.81 | 411% |
| Returns for 5 years | 39.89 | 9.61 | 415% |
| Returns for 10 years | 85.38 | 34.70 | 246% |
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