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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$33.59
Change+$0.44 (+1.33%)
VolumeN/A
Net Assets226.9B
MFS Total Return C
Price$18.97
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets7.43B
CLBFX vs MTRCX Comparison Chart
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CLBFX vs. MTRCX commentary
Apr 25, 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: 227B vs. MTRCX (7.43B). CLBFX pays higher dividends than MTRCX: CLBFX (2.14) vs MTRCX (1.53). CLBFX was incepted earlier than MTRCX: CLBFX (23 years) vs MTRCX (31 years). MTRCX (1.47) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MTRCX (53.00). 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 : 4.34 vs. MTRCX (-1.64). CLBFX return over 5 years is better than : 38.66 vs. MTRCX (9.75).
| CLBFX | MTRCX | CLBFX / MTRCX | |
| Total Expense Ratio | 0.68 | 1.47 | 46% |
| Annual Report Gross Expense Ratio | 0.68 | 1.47 | 46% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | -1.470 | -1.013 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 7.43B | 3,056% |
| Annual Yield % from dividends | 2.14 | 1.53 | 140% |
| Returns for 1 year | 4.34 | -1.64 | -264% |
| Returns for 3 years | 16.23 | -1.40 | -1,161% |
| Returns for 5 years | 38.66 | 9.75 | 397% |
| Returns for 10 years | 61.97 | 15.27 | 406% |
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