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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$35.07
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
MFS Total Return B
Price$20.46
Change-$0.08 (-0.39%)
VolumeN/A
CapitalizationN/A
CLBCX vs MTRBX Comparison Chart
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CLBCX vs. MTRBX commentary
Dec 19, 2024
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 CLBCX is a Hold and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 230B vs. MTRBX (7.91B). MTRBX (1.60) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than MTRBX: CLBCX (23 years) vs MTRBX (31 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MTRBX (43.00). CLBCX has a lower initial minimum investment than MTRBX: CLBCX (250) vs MTRBX (1000). CLBCX annual gain was more profitable for investors over the last year : 11.92 vs. MTRBX (5.32). CLBCX return over 5 years is better than : 29.69 vs. MTRBX (8.72).
| CLBCX | MTRBX | CLBCX / MTRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 10.944 | 8.146 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 7.91B | 2,907% |
| Annual Yield % from dividends | 1.52 | 1.60 | 95% |
| Returns for 1 year | 11.92 | 5.32 | 224% |
| Returns for 3 years | 10.88 | 0.39 | 2,759% |
| Returns for 5 years | 29.69 | 8.72 | 341% |
| Returns for 10 years | 47.43 | 24.12 | 197% |
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