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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$35.27
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets240.86B
MFS Total Return C
Price$19.40
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.56B
CLBFX vs MTRCX Comparison Chart
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CLBFX vs. MTRCX commentary
Jun 01, 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: 241B vs. MTRCX (7.56B). CLBFX pays higher dividends than MTRCX: CLBFX (2.15) vs MTRCX (1.58). 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 : 7.82 vs. MTRCX (0.37). CLBFX return over 5 years is better than : 39.87 vs. MTRCX (8.42).
| 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 | 3.458 | 2.073 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.56B | 3,187% |
| Annual Yield % from dividends | 2.15 | 1.58 | 136% |
| Returns for 1 year | 7.82 | 0.37 | 2,088% |
| Returns for 3 years | 22.84 | 2.04 | 1,122% |
| Returns for 5 years | 39.87 | 8.42 | 473% |
| Returns for 10 years | 71.09 | 18.94 | 375% |
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