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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
MFS Total Return C
Price$20.53
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets7.66B
CLBFX vs MTRCX Comparison Chart in %
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CLBFX vs. MTRCX commentary
Dec 04, 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 StrongBuy and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MTRCX (7.66B). CLBFX pays higher dividends than MTRCX: CLBFX (1.83) vs MTRCX (1.62). 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 : 9.42 vs. MTRCX (-2.63). CLBFX return over 5 years is better than : 42.06 vs. MTRCX (1.82).
| 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 | 16.745 | 8.272 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.66B | 3,511% |
| Annual Yield % from dividends | 1.83 | 1.62 | 113% |
| Returns for 1 year | 9.42 | -2.63 | -358% |
| Returns for 3 years | 41.56 | 7.62 | 545% |
| Returns for 5 years | 42.06 | 1.82 | 2,308% |
| Returns for 10 years | 90.52 | 27.74 | 326% |