Interact to see
Advertisement
Advertisement
CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$37.67
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
MFS Total Return R2
Price$19.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.68B
CLBCX vs MTRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MTRRX commentary
Dec 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 CLBCX is a StrongBuy and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MTRRX (7.68B). MTRRX pays higher dividends than CLBCX: MTRRX (2.10) vs CLBCX (1.02). CLBCX was incepted earlier than MTRRX: CLBCX (24 years) vs MTRRX (22 years). CLBCX (1.35) is less costly to investors than MTRRX (0.97). MTRRX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). MTRRX has a lower initial minimum investment than CLBCX: MTRRX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 8.50 vs. MTRRX (3.82). CLBCX return over 5 years is better than : 31.70 vs. MTRRX (4.60).
| CLBCX | MTRRX | CLBCX / MTRRX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.35 | 0.97 | 139% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 10.112 | 4.509 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.02 | 2.10 | 49% |
| Returns for 1 year | 8.50 | 3.82 | 222% |
| Returns for 3 years | 35.19 | 11.78 | 299% |
| Returns for 5 years | 31.70 | 4.60 | 689% |
| Returns for 10 years | 71.78 | 33.69 | 213% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VGSNX | 19.49 | 0.01 | +0.05% |
| Vanguard Real Estate Index Institutional | |||
| GSPQX | 18.30 | N/A | N/A |
| Goldman Sachs US Eq Div and Premium C | |||
| NRICX | 22.43 | N/A | N/A |
| Nuveen Real Asset Income C | |||
| FGILX | 24.94 | N/A | N/A |
| Fidelity Global Equity Income | |||
| SPSAX | 19.54 | -0.04 | -0.20% |
| Sterling Capital Behav Sm Cp Val Eq A | |||