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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$38.37
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
CLBFX vs MTRRX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. MTRRX (7.69B). MTRRX (2.04) and CLBFX (1.94) have matching dividends . CLBFX was incepted earlier than MTRRX: CLBFX (23 years) vs MTRRX (22 years). MTRRX (0.97) is less costly to investors than CLBFX (0.67). MTRRX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). MTRRX has a lower initial minimum investment than CLBFX: MTRRX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 7.62 vs. MTRRX (-0.13). CLBFX return over 5 years is better than : 46.68 vs. MTRRX (12.62).
| CLBFX | MTRRX | CLBFX / MTRRX | |
| Total Expense Ratio | 0.67 | 0.97 | 69% |
| Annual Report Gross Expense Ratio | 0.67 | 0.97 | 69% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 12.614 | 8.190 | 154% |
| 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 | 1.94 | 2.04 | 95% |
| Returns for 1 year | 7.62 | -0.13 | -5,707% |
| Returns for 3 years | 51.90 | 21.00 | 247% |
| Returns for 5 years | 46.68 | 12.62 | 370% |
| Returns for 10 years | 98.38 | 40.62 | 242% |
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