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CLBCX vs MSFJX
CLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJX
American Funds American Balanced 529C
Price$35.66
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets244.69B
MFS Total Return R4
Price$19.28
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets7.54B
CLBCX vs MSFJX Comparison Chart in %
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CLBCX vs. MSFJX commentary
Jun 19, 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 CLBCX is a Buy and MSFJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 245B vs. MSFJX (7.54B). MSFJX pays higher dividends than CLBCX: MSFJX (2.58) vs CLBCX (1.18). CLBCX was incepted earlier than MSFJX: CLBCX (23 years) vs MSFJX (20 years). CLBCX (1.35) is less costly to investors than MSFJX (0.47). MSFJX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). MSFJX has a lower initial minimum investment than CLBCX: MSFJX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 3.68 vs. MSFJX (0.61). CLBCX return over 5 years is better than : 34.22 vs. MSFJX (12.64).
| CLBCX | MSFJX | CLBCX / MSFJX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 4.155 | 2.831 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 7.54B | 3,248% |
| Annual Yield % from dividends | 1.18 | 2.58 | 46% |
| Returns for 1 year | 3.68 | 0.61 | 607% |
| Returns for 3 years | 32.24 | 14.00 | 230% |
| Returns for 5 years | 34.22 | 12.64 | 271% |
| Returns for 10 years | 57.15 | 31.22 | 183% |
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