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CLBCX vs MTRRX
CLBCX vs MTRRX Comparison
Open Charts CLBCX vs MTRRX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
MFS Total Return R2
Price$20.26
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.69B
CLBCX vs MTRRX Comparison Chart in %
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CLBCX vs. MTRRX commentary
Sep 27, 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 Hold and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. MTRRX (7.69B). MTRRX pays higher dividends than CLBCX: MTRRX (2.04) vs CLBCX (1.11). 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 : 6.89 vs. MTRRX (-0.13). CLBCX return over 5 years is better than : 40.41 vs. MTRRX (12.62).
| 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 | 12.100 | 8.190 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 7.69B | 3,406% |
| Annual Yield % from dividends | 1.11 | 2.04 | 54% |
| Returns for 1 year | 6.89 | -0.13 | -5,157% |
| Returns for 3 years | 48.11 | 21.00 | 229% |
| Returns for 5 years | 40.41 | 12.62 | 320% |
| Returns for 10 years | 80.86 | 40.62 | 199% |
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