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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$39.42
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
MFS Total Return C
Price$20.50
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets7.67B
CLBFX vs MTRCX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 268B vs. MTRCX (7.67B). CLBFX pays higher dividends than MTRCX: CLBFX (1.86) vs MTRCX (1.63). CLBFX was incepted earlier than MTRCX: CLBFX (23 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than CLBFX (0.67). MTRCX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than MTRCX: CLBFX (250) vs MTRCX (1000). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. MTRCX (-1.08). CLBFX return over 5 years is better than : 44.32 vs. MTRCX (3.97).
| CLBFX | MTRCX | CLBFX / MTRCX | |
| Total Expense Ratio | 0.67 | 1.47 | 46% |
| Annual Report Gross Expense Ratio | 0.67 | 1.47 | 46% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 16.391 | 8.750 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 7.67B | 3,496% |
| Annual Yield % from dividends | 1.86 | 1.63 | 114% |
| Returns for 1 year | 10.11 | -1.08 | -937% |
| Returns for 3 years | 44.93 | 10.93 | 411% |
| Returns for 5 years | 44.32 | 3.97 | 1,117% |
| Returns for 10 years | 94.43 | 30.66 | 308% |
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