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CLBAX vs MTRRX
CLBAX vs MTRRX Comparison
Open Charts CLBAX vs MTRRX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return R2
Price$20.04
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBAX vs MTRRX Comparison Chart in %
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CLBAX vs. MTRRX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B 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 : 10.23 vs. MTRRX (2.40). CLBAX return over 5 years is better than : 41.42 vs. MTRRX (11.40).
| 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 | 9.013 | 6.629 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.84 | 2.06 | 89% |
| Returns for 1 year | 10.23 | 2.40 | 427% |
| Returns for 3 years | 35.76 | 11.60 | 308% |
| Returns for 5 years | 41.42 | 11.40 | 363% |
| Returns for 10 years | 77.58 | 30.67 | 253% |
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