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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return C
Price$20.37
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets7.67B
CLBFX vs MTRCX Comparison Chart in %
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CLBFX vs. MTRCX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. MTRCX (7.67B). CLBFX pays higher dividends than MTRCX: CLBFX (1.89) vs MTRCX (1.58). 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 : 8.84 vs. MTRCX (-1.46). CLBFX return over 5 years is better than : 45.11 vs. MTRCX (6.16).
| 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 | 14.767 | 7.884 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.89 | 1.58 | 120% |
| Returns for 1 year | 8.84 | -1.46 | -605% |
| Returns for 3 years | 52.03 | 16.59 | 314% |
| Returns for 5 years | 45.11 | 6.16 | 732% |
| Returns for 10 years | 91.64 | 28.60 | 320% |
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