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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
MFS Total Return R2
Price$19.88
Change-$0.41 (-2.02%)
VolumeN/A
Net Assets7.74B
CLBCX vs MTRRX Comparison Chart in %
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CLBCX vs. MTRRX commentary
Feb 05, 2026
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 Hold and MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. MTRRX (7.74B). MTRRX pays higher dividends than CLBCX: MTRRX (2.14) vs CLBCX (1.19). 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). CLBCX is a more actively managed with annual turnover of: 44.00 vs. MTRRX (41.00). 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 : 10.51 vs. MTRRX (5.11). CLBCX return over 5 years is better than : 32.27 vs. MTRRX (4.68).
| 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 | 2.375 | 2.925 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 1.19 | 2.14 | 55% |
| Returns for 1 year | 10.51 | 5.11 | 206% |
| Returns for 3 years | 33.67 | 10.00 | 337% |
| Returns for 5 years | 32.27 | 4.68 | 690% |
| Returns for 10 years | 86.26 | 42.97 | 201% |
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