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CLBCX vs MTRBX
CLBCX vs MTRBX Comparison
Open Charts CLBCX vs MTRBX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MFS Total Return B
Price$19.54
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets7.85B
CLBCX vs MTRBX Comparison Chart
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CLBCX vs. MTRBX commentary
Feb 23, 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 Hold and MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. MTRBX (7.85B). MTRBX (1.60) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than MTRBX: CLBCX (23 years) vs MTRBX (32 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 : 8.39 vs. MTRBX (3.10). CLBCX return over 5 years is better than : 26.92 vs. MTRBX (2.06).
| CLBCX | MTRBX | CLBCX / MTRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 2.768 | 3.031 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 1.52 | 1.60 | 95% |
| Returns for 1 year | 8.39 | 3.10 | 271% |
| Returns for 3 years | 16.44 | -0.66 | -2,475% |
| Returns for 5 years | 26.92 | 2.06 | 1,304% |
| Returns for 10 years | 53.37 | 19.65 | 272% |
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