Interact to see
Advertisement
Advertisement
CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
American Funds American Balanced 529C
Price$39.08
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
MFS Total Return C
Price$20.52
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.79B
CLBCX vs MTRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MTRCX commentary
Oct 09, 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: 266B vs. MTRCX (7.79B). MTRCX pays higher dividends than CLBCX: MTRCX (1.58) vs CLBCX (1.06). CLBCX was incepted earlier than MTRCX: CLBCX (24 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 : 9.10 vs. MTRCX (0.99). CLBCX return over 5 years is better than : 39.00 vs. MTRCX (7.26).
| CLBCX | MTRCX | CLBCX / MTRCX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 14.233 | 8.784 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.79B | 3,413% |
| Annual Yield % from dividends | 1.06 | 1.58 | 67% |
| Returns for 1 year | 9.10 | 0.99 | 915% |
| Returns for 3 years | 49.10 | 18.60 | 264% |
| Returns for 5 years | 39.00 | 7.26 | 537% |
| Returns for 10 years | 76.20 | 30.11 | 253% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers