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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
MFS Total Return R2
Price$20.24
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
CLBCX vs MTRRX Comparison Chart in %
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CLBCX vs. MTRRX commentary
Oct 19, 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 Buy and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. MTRRX (7.64B). MTRRX pays higher dividends than CLBCX: MTRRX (2.07) vs CLBCX (1.06). 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 : 7.87 vs. MTRRX (-1.00). CLBCX return over 5 years is better than : 38.56 vs. MTRRX (8.73).
| 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 | 13.912 | 8.304 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.64B | 3,480% |
| Annual Yield % from dividends | 1.06 | 2.07 | 51% |
| Returns for 1 year | 7.87 | -1.00 | -789% |
| Returns for 3 years | 47.86 | 18.29 | 262% |
| Returns for 5 years | 38.56 | 8.73 | 442% |
| Returns for 10 years | 74.34 | 34.93 | 213% |
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