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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$36.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
MFS Total Return C
Price$19.95
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets7.67B
CLBFX vs MTRCX Comparison Chart in %
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CLBFX vs. MTRCX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. MTRCX (7.67B). CLBFX pays higher dividends than MTRCX: CLBFX (1.99) vs MTRCX (1.55). 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 : 7.65 vs. MTRCX (-0.70). CLBFX return over 5 years is better than : 41.81 vs. MTRCX (7.74).
| 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 | 8.140 | 5.153 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.67B | 3,285% |
| Annual Yield % from dividends | 1.99 | 1.55 | 129% |
| Returns for 1 year | 7.65 | -0.70 | -1,099% |
| Returns for 3 years | 35.63 | 11.51 | 310% |
| Returns for 5 years | 41.81 | 7.74 | 541% |
| Returns for 10 years | 78.19 | 22.08 | 354% |