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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return C
Price$20.30
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
CLBCX vs MTRCX Comparison Chart in %
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CLBCX vs. MTRCX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. MTRCX (7.75B). MTRCX pays higher dividends than CLBCX: MTRCX (1.55) vs CLBCX (1.11). CLBCX was incepted earlier than MTRCX: CLBCX (24 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 : 9.15 vs. MTRCX (-0.04). CLBCX return over 5 years is better than : 36.30 vs. MTRCX (7.51).
| CLBCX | MTRCX | CLBCX / MTRCX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 10.785 | 7.345 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.11 | 1.55 | 72% |
| Returns for 1 year | 9.15 | -0.04 | -25,586% |
| Returns for 3 years | 37.75 | 12.46 | 303% |
| Returns for 5 years | 36.30 | 7.51 | 484% |
| Returns for 10 years | 74.80 | 30.19 | 248% |
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