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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$37.67
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
MFS Total Return C
Price$19.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.68B
CLBCX vs MTRCX Comparison Chart in %
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CLBCX vs. MTRCX commentary
Dec 28, 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 StrongBuy and MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MTRCX (7.68B). MTRCX pays higher dividends than CLBCX: MTRCX (1.62) vs CLBCX (1.02). 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 : 8.50 vs. MTRCX (3.40). CLBCX return over 5 years is better than : 31.70 vs. MTRCX (2.24).
| 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 | 10.112 | 4.081 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.02 | 1.62 | 63% |
| Returns for 1 year | 8.50 | 3.40 | 250% |
| Returns for 3 years | 35.19 | 10.32 | 341% |
| Returns for 5 years | 31.70 | 2.24 | 1,416% |
| Returns for 10 years | 71.78 | 27.49 | 261% |
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