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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$37.24
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
MFS Total Return R2
Price$20.02
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.73B
CLBCX vs MTRRX Comparison Chart in %
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CLBCX vs. MTRRX commentary
Aug 20, 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: 256B vs. MTRRX (7.73B). MTRRX pays higher dividends than CLBCX: MTRRX (2.08) vs CLBCX (1.12). 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 : 7.02 vs. MTRRX (0.60). CLBCX return over 5 years is better than : 34.78 vs. MTRRX (9.61).
| 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 | 9.208 | 6.715 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.12 | 2.08 | 54% |
| Returns for 1 year | 7.02 | 0.60 | 1,162% |
| Returns for 3 years | 29.15 | 7.81 | 373% |
| Returns for 5 years | 34.78 | 9.61 | 362% |
| Returns for 10 years | 72.02 | 34.70 | 208% |
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