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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
MFS Total Return C
Price$18.97
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets7.43B
CLBCX vs MTRCX Comparison Chart
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CLBCX vs. MTRCX commentary
Apr 25, 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 MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 227B vs. MTRCX (7.43B). MTRCX pays higher dividends than CLBCX: MTRCX (1.53) vs CLBCX (1.22). CLBCX was incepted earlier than MTRCX: CLBCX (23 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (53.00). CLBCX has a lower initial minimum investment than MTRCX: CLBCX (250) vs MTRCX (1000). CLBCX annual gain was more profitable for investors over the last year : 3.40 vs. MTRCX (-1.64). CLBCX return over 5 years is better than : 32.42 vs. MTRCX (9.75).
| CLBCX | MTRCX | CLBCX / MTRCX | |
| Total Expense Ratio | 1.37 | 1.47 | 93% |
| Annual Report Gross Expense Ratio | 1.37 | 1.47 | 93% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | -1.773 | -1.013 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 7.43B | 3,056% |
| Annual Yield % from dividends | 1.22 | 1.53 | 80% |
| Returns for 1 year | 3.40 | -1.64 | -207% |
| Returns for 3 years | 13.04 | -1.40 | -933% |
| Returns for 5 years | 32.42 | 9.75 | 333% |
| Returns for 10 years | 47.25 | 15.27 | 310% |
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