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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return C
Price$20.30
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
CLBFX vs MTRCX Comparison Chart in %
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CLBFX vs. MTRCX commentary
Sep 08, 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: 259B vs. MTRCX (7.75B). CLBFX pays higher dividends than MTRCX: CLBFX (1.94) 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 : 10.11 vs. MTRCX (-0.04). CLBFX return over 5 years is better than : 42.70 vs. MTRCX (7.51).
| 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 | 11.495 | 7.345 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.94 | 1.55 | 126% |
| Returns for 1 year | 10.11 | -0.04 | -28,276% |
| Returns for 3 years | 41.65 | 12.46 | 334% |
| Returns for 5 years | 42.70 | 7.51 | 569% |
| Returns for 10 years | 92.18 | 30.19 | 305% |
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