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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$38.52
Change+$0.56 (+1.48%)
VolumeN/A
Net Assets269.72B
MFS Total Return C
Price$20.39
Change+$0.22 (+1.09%)
VolumeN/A
Net Assets7.88B
CLBFX vs MTRCX Comparison Chart in %
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CLBFX vs. MTRCX commentary
Feb 09, 2026
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 Hold and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. MTRCX (7.88B). CLBFX pays higher dividends than MTRCX: CLBFX (2.03) vs MTRCX (1.64). CLBFX was incepted earlier than MTRCX: CLBFX (23 years) vs MTRCX (32 years). MTRCX (1.47) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. MTRCX (41.00). 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 : 10.71 vs. MTRCX (5.53). CLBFX return over 5 years is better than : 39.24 vs. MTRCX (4.06).
| 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 | 32 years | - |
| Gain YTD | 3.160 | 4.763 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.88B | 3,427% |
| Annual Yield % from dividends | 2.03 | 1.64 | 124% |
| Returns for 1 year | 10.71 | 5.53 | 194% |
| Returns for 3 years | 38.17 | 10.45 | 365% |
| Returns for 5 years | 39.24 | 4.06 | 966% |
| Returns for 10 years | 107.83 | 39.97 | 270% |
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