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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets238.66B
MFS Total Return B
Price$19.25
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.77B
CLBCX vs MTRBX Comparison Chart
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CLBCX vs. MTRBX commentary
Jan 19, 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 CLBCX is a Buy and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 239B vs. MTRBX (7.77B). 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 : 11.42 vs. MTRBX (3.66). CLBCX return over 5 years is better than : 26.62 vs. MTRBX (0.40).
| 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 | 1.894 | 1.369 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 7.77B | 3,078% |
| Annual Yield % from dividends | 1.52 | 1.60 | 95% |
| Returns for 1 year | 11.42 | 3.66 | 312% |
| Returns for 3 years | 11.24 | -5.67 | -198% |
| Returns for 5 years | 26.62 | 0.40 | 6,609% |
| Returns for 10 years | 56.78 | 20.85 | 272% |
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