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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$36.41
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
MFS Total Return C
Price$21.18
Change+$0.08 (+0.38%)
VolumeN/A
CapitalizationN/A
CLBFX vs MTRCX Comparison Chart
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CLBFX vs. MTRCX commentary
Nov 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 StrongBuy and MTRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. MTRCX (8.09B). 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 : 21.32 vs. MTRCX (12.69). CLBFX return over 5 years is better than : 40.50 vs. MTRCX (11.94).
| 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 | 15.432 | 10.611 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 8.09B | 2,942% |
| Annual Yield % from dividends | 2.39 | 1.59 | 150% |
| Returns for 1 year | 21.32 | 12.69 | 168% |
| Returns for 3 years | 14.36 | -4.48 | -321% |
| Returns for 5 years | 40.50 | 11.94 | 339% |
| Returns for 10 years | 67.16 | 27.70 | 242% |
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