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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return C
Price$20.37
Change-$0.13 (-0.63%)
VolumeN/A
Net Assets7.68B
CLBCX vs MTRCX Comparison Chart in %
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CLBCX vs. MTRCX commentary
Nov 14, 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: 269B vs. MTRCX (7.68B). MTRCX pays higher dividends than CLBCX: MTRCX (1.63) vs CLBCX (1.04). 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 : 9.13 vs. MTRCX (-1.08). CLBCX return over 5 years is better than : 37.82 vs. MTRCX (3.97).
| 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 | 15.461 | 8.750 | 177% |
| 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 | 1.04 | 1.63 | 64% |
| Returns for 1 year | 9.13 | -1.08 | -846% |
| Returns for 3 years | 41.00 | 10.93 | 375% |
| Returns for 5 years | 37.82 | 3.97 | 953% |
| Returns for 10 years | 76.85 | 30.66 | 251% |
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