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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MFS Total Return C
Price$19.46
Change-$0.17 (-0.87%)
VolumeN/A
Net Assets7.55B
CLBCX vs MTRCX Comparison Chart
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CLBCX vs. MTRCX commentary
Jun 16, 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: 244B vs. MTRCX (7.55B). MTRCX pays higher dividends than CLBCX: MTRCX (1.57) vs CLBCX (1.18). 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 : 4.49 vs. MTRCX (-0.21). CLBCX return over 5 years is better than : 34.93 vs. MTRCX (8.46).
| 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 | 4.067 | 2.481 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 1.18 | 1.57 | 75% |
| Returns for 1 year | 4.49 | -0.21 | -2,132% |
| Returns for 3 years | 30.63 | 10.08 | 304% |
| Returns for 5 years | 34.93 | 8.46 | 413% |
| Returns for 10 years | 57.89 | 19.74 | 293% |
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