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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return R2
Price$20.24
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
CLBFX vs MTRRX Comparison Chart in %
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CLBFX vs. MTRRX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. MTRRX (7.64B). MTRRX pays higher dividends than CLBFX: MTRRX (2.07) vs CLBFX (1.89). 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 : 8.84 vs. MTRRX (-1.00). CLBFX return over 5 years is better than : 45.11 vs. MTRRX (8.73).
| 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 | 14.767 | 8.304 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.64B | 3,480% |
| Annual Yield % from dividends | 1.89 | 2.07 | 91% |
| Returns for 1 year | 8.84 | -1.00 | -886% |
| Returns for 3 years | 52.03 | 18.29 | 284% |
| Returns for 5 years | 45.11 | 8.73 | 517% |
| Returns for 10 years | 91.64 | 34.93 | 262% |
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