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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$35.33
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets240.86B
MFS Total Return C
Price$19.40
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.56B
CLBCX vs MTRCX Comparison Chart
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CLBCX vs. MTRCX commentary
Jun 01, 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: 241B vs. MTRCX (7.56B). MTRCX pays higher dividends than CLBCX: MTRCX (1.58) vs CLBCX (1.23). 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 : 6.87 vs. MTRCX (0.37). CLBCX return over 5 years is better than : 33.59 vs. MTRCX (8.42).
| 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 | 3.070 | 2.073 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.56B | 3,187% |
| Annual Yield % from dividends | 1.23 | 1.58 | 78% |
| Returns for 1 year | 6.87 | 0.37 | 1,835% |
| Returns for 3 years | 19.54 | 2.04 | 960% |
| Returns for 5 years | 33.59 | 8.42 | 399% |
| Returns for 10 years | 55.56 | 18.94 | 293% |
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