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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$38.62
Change+$0.57 (+1.50%)
VolumeN/A
Net Assets269.72B
MFS Total Return C
Price$20.39
Change+$0.22 (+1.09%)
VolumeN/A
Net Assets7.88B
CLBCX vs MTRCX Comparison Chart in %
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CLBCX vs. MTRCX commentary
Feb 09, 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 CLBCX is a Hold and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. MTRCX (7.88B). MTRCX pays higher dividends than CLBCX: MTRCX (1.64) vs CLBCX (1.19). CLBCX was incepted earlier than MTRCX: CLBCX (24 years) vs MTRCX (32 years). MTRCX (1.47) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. MTRCX (41.00). 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 : 9.76 vs. MTRCX (5.53). CLBCX return over 5 years is better than : 33.04 vs. MTRCX (4.06).
| 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 | 32 years | - |
| Gain YTD | 3.069 | 4.763 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.88B | 3,427% |
| Annual Yield % from dividends | 1.19 | 1.64 | 72% |
| Returns for 1 year | 9.76 | 5.53 | 176% |
| Returns for 3 years | 34.48 | 10.45 | 330% |
| Returns for 5 years | 33.04 | 4.06 | 813% |
| Returns for 10 years | 89.10 | 39.97 | 223% |
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