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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$36.47
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
MFS Total Return C
Price$21.18
Change+$0.08 (+0.38%)
VolumeN/A
CapitalizationN/A
CLBCX vs MTRCX Comparison Chart
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CLBCX vs. MTRCX commentary
Nov 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 StrongBuy and MTRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 238B vs. MTRCX (8.09B). 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 : 19.88 vs. MTRCX (12.69). CLBCX return over 5 years is better than : 33.76 vs. MTRCX (11.94).
| 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 | 14.157 | 10.611 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 8.09B | 2,942% |
| Annual Yield % from dividends | 1.52 | 1.59 | 96% |
| Returns for 1 year | 19.88 | 12.69 | 157% |
| Returns for 3 years | 11.01 | -4.48 | -246% |
| Returns for 5 years | 33.76 | 11.94 | 283% |
| Returns for 10 years | 51.59 | 27.70 | 186% |
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