CLBFX
Price
$34.25
Change
+$0.09 (+0.26%)
Updated
Apr 2 closing price
Net Assets
233.54B
MTRCX
Price
$19.57
Change
+$0.07 (+0.36%)
Updated
Apr 2 closing price
Net Assets
7.73B
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CLBFX vs MTRCX

Header iconCLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCXBanner chart's image
American Funds American Balanced 529F
Price$34.25
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
MFS Total Return C
Price$19.57
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets7.73B
CLBFX vs MTRCX Comparison Chart
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CLBFX 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 CLBFX is a Buy and MTRCX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 234B vs. MTRCX (7.73B). CLBFX pays higher dividends than MTRCX: CLBFX (2.14) vs MTRCX (1.53). CLBFX was incepted earlier than MTRCX: CLBFX (23 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (53.00). CLBFX has a lower initial minimum investment than MTRCX: CLBFX (250) vs MTRCX (1000). CLBFX annual gain was more profitable for investors over the last year : 4.45 vs. MTRCX (-0.30). CLBFX return over 5 years is better than : 53.24 vs. MTRCX (23.04).
CLBFXMTRCXCLBFX / MTRCX
Total Expense Ratio0.681.4746%
Annual Report Gross Expense Ratio0.681.4746%
Fund Existence23 years31 years-
Gain YTD0.4662.40019%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets234B7.73B3,029%
Annual Yield % from dividends2.141.53140%
Returns for 1 year4.45-0.30-1,478%
Returns for 3 years14.15-1.35-1,045%
Returns for 5 years53.2423.04231%
Returns for 10 years67.9520.21336%
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