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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
American Funds American Balanced 529F
Price$37.03
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.84B
MFS Total Return C
Price$19.94
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets7.65B
CLBFX vs MTRCX Comparison Chart in %
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CLBFX vs. MTRCX commentary
Aug 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. MTRCX (7.65B). CLBFX pays higher dividends than MTRCX: CLBFX (1.97) vs MTRCX (1.57). 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 : 9.76 vs. MTRCX (0.76). CLBFX return over 5 years is better than : 39.40 vs. MTRCX (5.33).
| 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 | 8.993 | 5.349 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.65B | 3,322% |
| Annual Yield % from dividends | 1.97 | 1.57 | 126% |
| Returns for 1 year | 9.76 | 0.76 | 1,288% |
| Returns for 3 years | 30.43 | 4.42 | 689% |
| Returns for 5 years | 39.40 | 5.33 | 739% |
| Returns for 10 years | 81.12 | 23.38 | 347% |
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