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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return R2
Price$20.04
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBCX vs MTRRX Comparison Chart in %
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CLBCX vs. MTRRX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B 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 : 9.42 vs. MTRRX (2.40). CLBCX return over 5 years is better than : 36.20 vs. MTRRX (11.40).
| CLBCX | MTRRX | CLBCX / MTRRX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.35 | 0.97 | 139% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 8.536 | 6.629 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.13 | 2.06 | 55% |
| Returns for 1 year | 9.42 | 2.40 | 393% |
| Returns for 3 years | 32.73 | 11.60 | 282% |
| Returns for 5 years | 36.20 | 11.40 | 318% |
| Returns for 10 years | 64.69 | 30.67 | 211% |
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