CLBCX
Price
$33.47
Change
-$0.88 (-2.56%)
Updated
Apr 3 closing price
Net Assets
235.03B
MTRCX
Price
$19.18
Change
-$0.39 (-1.99%)
Updated
Apr 3 closing price
Net Assets
7.75B
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CLBCX vs MTRCX

Header iconCLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCXBanner chart's image
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
MFS Total Return C
Price$19.18
Change-$0.39 (-1.99%)
VolumeN/A
Net Assets7.75B
CLBCX vs MTRCX Comparison Chart
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CLBCX vs. MTRCX commentary
Apr 04, 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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. MTRCX (7.75B). MTRCX pays higher dividends than CLBCX: MTRCX (1.53) vs CLBCX (1.22). CLBCX was incepted earlier than MTRCX: CLBCX (23 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (53.00). 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 : 0.61 vs. MTRCX (0.11). CLBCX return over 5 years is better than : 42.55 vs. MTRCX (23.48).
CLBCXMTRCXCLBCX / MTRCX
Total Expense Ratio1.371.4793%
Annual Report Gross Expense Ratio1.371.4793%
Fund Existence23 years31 years-
Gain YTD-2.3562.767-85%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets235B7.75B3,033%
Annual Yield % from dividends1.221.5380%
Returns for 1 year0.610.11575%
Returns for 3 years7.83-0.95-823%
Returns for 5 years42.5523.48181%
Returns for 10 years48.0820.19238%
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