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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MFS Total Return C
Price$19.68
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.85B
CLBCX vs MTRCX Comparison Chart
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CLBCX vs. MTRCX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. MTRCX (7.85B). MTRCX (1.59) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than MTRCX: CLBCX (23 years) vs MTRCX (31 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 : 8.39 vs. MTRCX (3.14). CLBCX return over 5 years is better than : 26.92 vs. MTRCX (2.22).
| CLBCX | MTRCX | CLBCX / MTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 2.768 | 3.064 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 1.52 | 1.59 | 96% |
| Returns for 1 year | 8.39 | 3.14 | 267% |
| Returns for 3 years | 16.44 | -0.54 | -3,053% |
| Returns for 5 years | 26.92 | 2.22 | 1,212% |
| Returns for 10 years | 53.37 | 19.93 | 268% |
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