CLBFX
Price
$34.23
Change
+$0.26 (+0.77%)
Updated
Dec 20 closing price
MTRCX
Price
$19.19
Change
+$0.15 (+0.79%)
Updated
Dec 20 closing price
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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$34.23
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
MFS Total Return C
Price$19.19
Change+$0.15 (+0.79%)
VolumeN/A
CapitalizationN/A
CLBFX vs MTRCX Comparison Chart
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CLBFX vs. MTRCX commentary
Dec 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 CLBFX is a Buy and MTRCX is a Buy.

FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. MTRCX (7.75B). CLBFX pays higher dividends than MTRCX: CLBFX (2.39) vs MTRCX (1.59). CLBFX was incepted earlier than MTRCX: CLBFX (22 years) vs MTRCX (30 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (43.00). 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 : 10.33 vs. MTRCX (1.51). CLBFX return over 5 years is better than : 32.81 vs. MTRCX (1.08).
CLBFXMTRCXCLBFX / MTRCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years30 years-
Gain YTD9.7120.7521,291%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets236B7.75B3,045%
Annual Yield % from dividends2.391.59150%
Returns for 1 year10.331.51683%
Returns for 3 years11.38-6.37-179%
Returns for 5 years32.811.083,025%
Returns for 10 years67.1918.19369%
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