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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$37.10
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.84B
MFS Total Return C
Price$19.94
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.65B
CLBCX vs MTRCX Comparison Chart in %
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CLBCX vs. MTRCX commentary
Aug 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. MTRCX (7.65B). MTRCX pays higher dividends than CLBCX: MTRCX (1.57) vs CLBCX (1.12). 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 : 8.77 vs. MTRCX (0.76). CLBCX return over 5 years is better than : 33.14 vs. MTRCX (5.33).
| 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 | 8.361 | 5.349 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.65B | 3,322% |
| Annual Yield % from dividends | 1.12 | 1.57 | 72% |
| Returns for 1 year | 8.77 | 0.76 | 1,157% |
| Returns for 3 years | 26.88 | 4.42 | 608% |
| Returns for 5 years | 33.14 | 5.33 | 621% |
| Returns for 10 years | 64.69 | 23.38 | 277% |
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