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CLBAX vs MSFRX
CLBAX vs MSFRX Comparison
Open Charts CLBAX vs MSFRX
CLBAX vs MSFRX Comparison Chart in %
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CLBAX vs. MSFRX commentary
Jun 03, 2026
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 CLBAX is a Hold and MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 279B vs. MSFRX (7.45B). MSFRX pays higher dividends than CLBAX: MSFRX (2.43) vs CLBAX (1.78). CLBAX was incepted earlier than MSFRX: CLBAX (24 years) vs MSFRX (56 years). MSFRX (0.72) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 50.00 vs. MSFRX (41.00). MSFRX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than MSFRX: CLBAX (250) vs MSFRX (1000). CLBAX annual gain was more profitable for investors over the last year : 17.74 vs. MSFRX (5.17). CLBAX return over 5 years is better than : 37.18 vs. MSFRX (-1.95).
| CLBAX | MSFRX | CLBAX / MSFRX | |
| Total Expense Ratio | 0.58 | 0.72 | 81% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 24 years | 56 years | - |
| Gain YTD | 9.696 | 2.977 | 326% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 7.45B | 3,744% |
| Annual Yield % from dividends | 1.78 | 2.43 | 73% |
| Returns for 1 year | 17.74 | 5.17 | 343% |
| Returns for 3 years | 45.52 | 13.66 | 333% |
| Returns for 5 years | 37.18 | -1.95 | -1,910% |
| Returns for 10 years | 97.87 | 35.07 | 279% |
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