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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$39.61
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
CLBFX vs MTRRX Comparison Chart in %
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CLBFX 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 CLBFX is a StrongBuy and MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 271B vs. MTRRX (7.62B). MTRRX pays higher dividends than CLBFX: MTRRX (2.10) vs CLBFX (1.83). 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 : 9.42 vs. MTRRX (-2.18). CLBFX return over 5 years is better than : 42.06 vs. MTRRX (4.23).
| 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 | 16.745 | 8.745 | 191% |
| 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 | 1.83 | 2.10 | 87% |
| Returns for 1 year | 9.42 | -2.18 | -433% |
| Returns for 3 years | 41.56 | 9.16 | 454% |
| Returns for 5 years | 42.06 | 4.23 | 993% |
| Returns for 10 years | 90.52 | 34.05 | 266% |