CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MTRRX
Price
$19.95
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBFX vs MTRRX

Header iconCLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return R2
Price$19.95
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBFX vs MTRRX Comparison Chart in %
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CLBFX vs. MTRRX commentary
Jul 06, 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 Buy and MTRRX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. MTRRX (7.74B). MTRRX (2.06) and CLBFX (1.99) 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 : 8.02 vs. MTRRX (3.54). CLBFX return over 5 years is better than : 44.49 vs. MTRRX (7.33).
CLBFXMTRRXCLBFX / MTRRX
Total Expense Ratio0.670.9769%
Annual Report Gross Expense Ratio0.670.9769%
Fund Existence23 years22 years-
Gain YTD8.1696.150133%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.992.0697%
Returns for 1 year8.023.54227%
Returns for 3 years36.8012.75289%
Returns for 5 years44.497.33607%
Returns for 10 years81.1430.51266%
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