CLBFX
Price
$36.29
Change
+$0.27 (+0.75%)
Updated
Jun 26 closing price
Net Assets
247.64B
MTRCX
Price
$19.78
Change
+$0.12 (+0.61%)
Updated
Jun 26 closing price
Net Assets
7.61B
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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$36.29
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
MFS Total Return C
Price$19.78
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets7.61B
CLBFX vs MTRCX Comparison Chart in %
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CLBFX vs. MTRCX commentary
Jun 27, 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: 248B vs. MTRCX (7.61B). CLBFX pays higher dividends than MTRCX: CLBFX (2.07) vs MTRCX (1.57). 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 : 7.54 vs. MTRCX (1.12). CLBFX return over 5 years is better than : 45.76 vs. MTRCX (10.73).
CLBFXMTRCXCLBFX / MTRCX
Total Expense Ratio0.671.4746%
Annual Report Gross Expense Ratio0.671.4746%
Fund Existence23 years31 years-
Gain YTD6.8153.534193%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets248B7.61B3,259%
Annual Yield % from dividends2.071.57131%
Returns for 1 year7.541.12673%
Returns for 3 years34.348.51403%
Returns for 5 years45.7610.73426%
Returns for 10 years79.6122.09360%
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