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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
MFS Total Return C
Price$20.13
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets7.56B
CLBFX vs MTRCX Comparison Chart in %
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CLBFX vs. MTRCX commentary
Nov 20, 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 Hold and MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. MTRCX (7.56B). CLBFX pays higher dividends than MTRCX: CLBFX (1.86) vs MTRCX (1.63). 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 : 9.14 vs. MTRCX (-2.02). CLBFX return over 5 years is better than : 41.70 vs. MTRCX (2.45).
| 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 | 14.206 | 7.105 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.86 | 1.63 | 114% |
| Returns for 1 year | 9.14 | -2.02 | -453% |
| Returns for 3 years | 42.41 | 8.97 | 472% |
| Returns for 5 years | 41.70 | 2.45 | 1,706% |
| Returns for 10 years | 86.89 | 26.35 | 330% |
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