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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$38.38
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
MFS Total Return C
Price$20.36
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets7.76B
CLBFX vs MTRCX Comparison Chart in %
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CLBFX vs. MTRCX commentary
Sep 19, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. MTRCX (7.76B). CLBFX pays higher dividends than MTRCX: CLBFX (1.94) vs MTRCX (1.55). CLBFX was incepted earlier than MTRCX: CLBFX (23 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than CLBFX (0.67). MTRCX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). 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 : 9.41 vs. MTRCX (-0.75). CLBFX return over 5 years is better than : 45.86 vs. MTRCX (8.26).
| CLBFX | MTRCX | CLBFX / MTRCX | |
| Total Expense Ratio | 0.67 | 1.47 | 46% |
| Annual Report Gross Expense Ratio | 0.67 | 1.47 | 46% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 12.967 | 7.556 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.76B | 3,389% |
| Annual Yield % from dividends | 1.94 | 1.55 | 126% |
| Returns for 1 year | 9.41 | -0.75 | -1,251% |
| Returns for 3 years | 44.19 | 12.92 | 342% |
| Returns for 5 years | 45.86 | 8.26 | 556% |
| Returns for 10 years | 95.15 | 31.11 | 306% |
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