CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MTRCX
Price
$20.07
Change
+$0.03 (+0.15%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBCX vs MTRCX

Header iconCLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return C
Price$20.07
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBCX vs MTRCX Comparison Chart in %
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CLBCX vs. MTRCX commentary
Jul 07, 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 CLBCX is a Buy and MTRCX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. MTRCX (7.74B). MTRCX pays higher dividends than CLBCX: MTRCX (1.55) vs CLBCX (1.13). CLBCX was incepted earlier than MTRCX: CLBCX (23 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than CLBCX (1.35). MTRCX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than MTRCX: CLBCX (250) vs MTRCX (1000). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. MTRCX (3.03). CLBCX return over 5 years is better than : 37.95 vs. MTRCX (10.98).
CLBCXMTRCXCLBCX / MTRCX
Total Expense Ratio1.351.4792%
Annual Report Gross Expense Ratio1.351.4792%
Fund Existence23 years31 years-
Gain YTD7.6605.839131%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.131.5573%
Returns for 1 year7.043.03232%
Returns for 3 years33.0811.11298%
Returns for 5 years37.9510.98346%
Returns for 10 years64.6924.29266%
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