CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MTRCX
Price
$20.07
Change
+$0.03 (+0.15%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBFX vs MTRCX

Header iconCLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return C
Price$20.07
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 07, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B 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 : 8.02 vs. MTRCX (3.03). CLBFX return over 5 years is better than : 44.49 vs. MTRCX (10.98).
CLBFXMTRCXCLBFX / MTRCX
Total Expense Ratio0.671.4746%
Annual Report Gross Expense Ratio0.671.4746%
Fund Existence23 years31 years-
Gain YTD8.1695.839140%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.991.55129%
Returns for 1 year8.023.03265%
Returns for 3 years36.8011.11331%
Returns for 5 years44.4910.98405%
Returns for 10 years81.1424.29334%
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