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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$39.67
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
MFS Total Return R2
Price$20.29
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.62B
CLBCX vs MTRRX Comparison Chart in %
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CLBCX vs. MTRRX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 271B vs. MTRRX (7.62B). 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 : 8.46 vs. MTRRX (-2.18). CLBCX return over 5 years is better than : 35.68 vs. MTRRX (4.23).
| 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 | 15.753 | 8.745 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 7.62B | 3,555% |
| Annual Yield % from dividends | 1.02 | 2.10 | 49% |
| Returns for 1 year | 8.46 | -2.18 | -389% |
| Returns for 3 years | 37.75 | 9.16 | 412% |
| Returns for 5 years | 35.68 | 4.23 | 843% |
| Returns for 10 years | 73.34 | 34.05 | 215% |
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