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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
MFS Total Return R2
Price$19.88
Change-$0.41 (-2.02%)
VolumeN/A
Net Assets7.74B
CLBFX vs MTRRX Comparison Chart in %
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CLBFX vs. MTRRX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. MTRRX (7.74B). MTRRX pays higher dividends than CLBFX: MTRRX (2.14) vs CLBFX (2.03). 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). CLBFX is a more actively managed with annual turnover of: 44.00 vs. MTRRX (41.00). 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 : 11.50 vs. MTRRX (5.11). CLBFX return over 5 years is better than : 38.44 vs. MTRRX (4.68).
| 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 | 2.464 | 2.925 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 2.03 | 2.14 | 95% |
| Returns for 1 year | 11.50 | 5.11 | 225% |
| Returns for 3 years | 37.33 | 10.00 | 373% |
| Returns for 5 years | 38.44 | 4.68 | 822% |
| Returns for 10 years | 104.71 | 42.97 | 244% |
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