CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MTRRX
Price
$19.95
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBCX vs MTRRX

Header iconCLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return R2
Price$19.95
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBCX vs MTRRX Comparison Chart in %
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CLBCX vs. MTRRX commentary
Jul 06, 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 Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. MTRRX (7.74B). MTRRX pays higher dividends than CLBCX: MTRRX (2.06) vs CLBCX (1.13). CLBCX was incepted earlier than MTRRX: CLBCX (23 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 : 7.04 vs. MTRRX (3.54). CLBCX return over 5 years is better than : 37.95 vs. MTRRX (7.33).
CLBCXMTRRXCLBCX / MTRRX
Total Expense Ratio1.350.97139%
Annual Report Gross Expense Ratio1.350.97139%
Fund Existence23 years22 years-
Gain YTD7.6606.150125%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.132.0655%
Returns for 1 year7.043.54199%
Returns for 3 years33.0812.75259%
Returns for 5 years37.957.33518%
Returns for 10 years64.6930.51212%
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