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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
MFS Total Return C
Price$19.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.68B
CLBFX vs MTRCX Comparison Chart in %
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CLBFX vs. MTRCX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MTRCX (7.68B). 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 : 9.21 vs. MTRCX (3.40). CLBFX return over 5 years is better than : 37.57 vs. MTRCX (2.24).
| 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 | 10.840 | 4.081 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.83 | 1.62 | 113% |
| Returns for 1 year | 9.21 | 3.40 | 271% |
| Returns for 3 years | 38.59 | 10.32 | 374% |
| Returns for 5 years | 37.57 | 2.24 | 1,678% |
| Returns for 10 years | 88.41 | 27.49 | 322% |
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