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CLBFX vs MTRRX
CLBFX vs MTRRX Comparison
Open Charts CLBFX vs MTRRX
American Funds American Balanced 529F
Price$37.18
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
MFS Total Return R2
Price$20.02
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.73B
CLBFX vs MTRRX Comparison Chart in %
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CLBFX vs. MTRRX commentary
Aug 20, 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: 256B vs. MTRRX (7.73B). MTRRX pays higher dividends than CLBFX: MTRRX (2.08) vs CLBFX (1.97). 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 : 6.98 vs. MTRRX (0.60). CLBFX return over 5 years is better than : 40.55 vs. MTRRX (9.61).
| 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 | 9.435 | 6.715 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.97 | 2.08 | 95% |
| Returns for 1 year | 6.98 | 0.60 | 1,156% |
| Returns for 3 years | 32.26 | 7.81 | 413% |
| Returns for 5 years | 40.55 | 9.61 | 422% |
| Returns for 10 years | 88.40 | 34.70 | 255% |
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