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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
MFS Total Return C
Price$20.37
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets7.67B
CLBCX vs MTRCX Comparison Chart in %
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CLBCX vs. MTRCX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. MTRCX (7.67B). MTRCX pays higher dividends than CLBCX: MTRCX (1.58) vs CLBCX (1.06). 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 : 7.87 vs. MTRCX (-1.46). CLBCX return over 5 years is better than : 38.56 vs. MTRCX (6.16).
| 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 | 13.912 | 7.884 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.06 | 1.58 | 67% |
| Returns for 1 year | 7.87 | -1.46 | -539% |
| Returns for 3 years | 47.86 | 16.59 | 288% |
| Returns for 5 years | 38.56 | 6.16 | 626% |
| Returns for 10 years | 74.34 | 28.60 | 260% |
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