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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
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.
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).
| CLBCX | MTRCX | CLBCX / MTRCX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 7.660 | 5.839 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.74B | 3,254% |
| Annual Yield % from dividends | 1.13 | 1.55 | 73% |
| Returns for 1 year | 7.04 | 3.03 | 232% |
| Returns for 3 years | 33.08 | 11.11 | 298% |
| Returns for 5 years | 37.95 | 10.98 | 346% |
| Returns for 10 years | 64.69 | 24.29 | 266% |
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