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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$36.57
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
MFS Total Return B
Price$20.97
Change+$0.02 (+0.10%)
VolumeN/A
CapitalizationN/A
CLBCX vs MTRBX Comparison Chart
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CLBCX vs. MTRBX commentary
Nov 14, 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 StrongBuy and MTRBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. MTRBX (8.1B). 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 : 23.79 vs. MTRBX (15.59). CLBCX return over 5 years is better than : 35.19 vs. MTRBX (12.30).
| 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 | 14.973 | 10.565 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 8.1B | 2,963% |
| Annual Yield % from dividends | 1.52 | 1.60 | 95% |
| Returns for 1 year | 23.79 | 15.59 | 153% |
| Returns for 3 years | 10.98 | -5.32 | -206% |
| Returns for 5 years | 35.19 | 12.30 | 286% |
| Returns for 10 years | 54.08 | 28.57 | 189% |
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