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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
Sep 13, 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 Buy and MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. MSFRX (7.34B). MSFRX pays higher dividends than CLBAX: MSFRX (2.32) vs CLBAX (1.80). CLBAX was incepted earlier than MSFRX: CLBAX (25 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 : 6.67 vs. MSFRX (1.60). CLBAX return over 5 years is better than : 33.22 vs. MSFRX (-0.27).
| CLBAX | MSFRX | CLBAX / MSFRX | |
| Total Expense Ratio | 0.58 | 0.72 | 81% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 25 years | 56 years | - |
| Gain YTD | 8.484 | 5.957 | 142% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.80 | 2.32 | 77% |
| Returns for 1 year | 6.67 | 1.60 | 416% |
| Returns for 3 years | 41.43 | 14.43 | 287% |
| Returns for 5 years | 33.22 | -0.27 | -12,507% |
| Returns for 10 years | 95.16 | 37.37 | 255% |
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