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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
MFS Total Return R2
Price$19.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.68B
CLBFX vs MTRRX Comparison Chart in %
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CLBFX vs. MTRRX commentary
Dec 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 CLBFX is a StrongBuy and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MTRRX (7.68B). 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 : 9.21 vs. MTRRX (3.82). CLBFX return over 5 years is better than : 37.57 vs. MTRRX (4.60).
| 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 | 10.840 | 4.509 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.83 | 2.10 | 87% |
| Returns for 1 year | 9.21 | 3.82 | 241% |
| Returns for 3 years | 38.59 | 11.78 | 328% |
| Returns for 5 years | 37.57 | 4.60 | 817% |
| Returns for 10 years | 88.41 | 33.69 | 262% |
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