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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$34.35
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
MFS Total Return C
Price$19.19
Change+$0.15 (+0.79%)
VolumeN/A
CapitalizationN/A
CLBCX vs MTRCX Comparison Chart
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CLBCX vs. MTRCX commentary
Dec 23, 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 Buy and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. MTRCX (7.75B). MTRCX (1.59) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than MTRCX: CLBCX (23 years) vs MTRCX (30 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (43.00). 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 : 9.38 vs. MTRCX (1.51). CLBCX return over 5 years is better than : 26.83 vs. MTRCX (1.08).
| CLBCX | MTRCX | CLBCX / MTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 8.764 | 0.752 | 1,165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 7.75B | 3,045% |
| Annual Yield % from dividends | 1.52 | 1.59 | 96% |
| Returns for 1 year | 9.38 | 1.51 | 620% |
| Returns for 3 years | 8.37 | -6.37 | -131% |
| Returns for 5 years | 26.83 | 1.08 | 2,474% |
| Returns for 10 years | 52.02 | 18.19 | 286% |