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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$38.51
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
MFS Total Return C
Price$20.36
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets7.76B
CLBCX vs MTRCX Comparison Chart in %
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CLBCX vs. MTRCX commentary
Sep 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 MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. MTRCX (7.76B). MTRCX pays higher dividends than CLBCX: MTRCX (1.55) vs CLBCX (1.11). CLBCX was incepted earlier than MTRCX: CLBCX (24 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 : 8.69 vs. MTRCX (-0.75). CLBCX return over 5 years is better than : 39.66 vs. MTRCX (8.26).
| CLBCX | MTRCX | CLBCX / MTRCX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 12.479 | 7.556 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.76B | 3,389% |
| Annual Yield % from dividends | 1.11 | 1.55 | 72% |
| Returns for 1 year | 8.69 | -0.75 | -1,155% |
| Returns for 3 years | 40.60 | 12.92 | 314% |
| Returns for 5 years | 39.66 | 8.26 | 480% |
| Returns for 10 years | 77.95 | 31.11 | 251% |
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