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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return C
Price$20.16
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBFX vs MTRCX Comparison Chart in %
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CLBFX vs. MTRCX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. MTRCX (7.74B). CLBFX pays higher dividends than MTRCX: CLBFX (1.99) vs MTRCX (1.55). 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 : 10.40 vs. MTRCX (1.95). CLBFX return over 5 years is better than : 42.59 vs. MTRCX (8.76).
| 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 | 9.111 | 6.313 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.99 | 1.55 | 129% |
| Returns for 1 year | 10.40 | 1.95 | 534% |
| Returns for 3 years | 36.42 | 9.98 | 365% |
| Returns for 5 years | 42.59 | 8.76 | 486% |
| Returns for 10 years | 81.10 | 24.50 | 331% |
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