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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$36.84
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
MFS Total Return C
Price$19.95
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.67B
CLBCX vs MTRCX Comparison Chart in %
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CLBCX vs. MTRCX commentary
Jul 20, 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 MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. MTRCX (7.67B). MTRCX pays higher dividends than CLBCX: MTRCX (1.55) vs CLBCX (1.13). CLBCX was incepted earlier than MTRCX: CLBCX (23 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than CLBCX (1.35). MTRCX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). 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 : 6.71 vs. MTRCX (-0.70). CLBCX return over 5 years is better than : 35.45 vs. MTRCX (7.74).
| CLBCX | MTRCX | CLBCX / MTRCX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 7.602 | 5.153 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.67B | 3,285% |
| Annual Yield % from dividends | 1.13 | 1.55 | 73% |
| Returns for 1 year | 6.71 | -0.70 | -964% |
| Returns for 3 years | 31.95 | 11.51 | 278% |
| Returns for 5 years | 35.45 | 7.74 | 458% |
| Returns for 10 years | 62.03 | 22.08 | 281% |
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