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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
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).
| CLBFX | MTRCX | CLBFX / MTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 30 years | - |
| Gain YTD | 9.712 | 0.752 | 1,291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 7.75B | 3,045% |
| Annual Yield % from dividends | 2.39 | 1.59 | 150% |
| Returns for 1 year | 10.33 | 1.51 | 683% |
| Returns for 3 years | 11.38 | -6.37 | -179% |
| Returns for 5 years | 32.81 | 1.08 | 3,025% |
| Returns for 10 years | 67.19 | 18.19 | 369% |
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