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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MFS Total Return C
Price$19.46
Change-$0.17 (-0.87%)
VolumeN/A
Net Assets7.55B
CLBFX vs MTRCX Comparison Chart
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CLBFX vs. MTRCX commentary
Jun 16, 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: 244B vs. MTRCX (7.55B). CLBFX pays higher dividends than MTRCX: CLBFX (2.07) vs MTRCX (1.57). 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 : 5.44 vs. MTRCX (-0.21). CLBFX return over 5 years is better than : 41.30 vs. MTRCX (8.46).
| 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 | 4.519 | 2.481 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 2.07 | 1.57 | 131% |
| Returns for 1 year | 5.44 | -0.21 | -2,583% |
| Returns for 3 years | 34.29 | 10.08 | 340% |
| Returns for 5 years | 41.30 | 8.46 | 488% |
| Returns for 10 years | 73.68 | 19.74 | 373% |
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