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CLBCX vs MSFJX
CLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJX
American Funds American Balanced 529C
Price$33.24
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets224.6B
MFS Total Return R4
Price$18.68
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets7.4B
CLBCX vs MSFJX Comparison Chart
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CLBCX vs. MSFJX commentary
Apr 24, 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: 225B vs. MSFJX (7.4B). MSFJX pays higher dividends than CLBCX: MSFJX (2.54) vs CLBCX (1.22). CLBCX was incepted earlier than MSFJX: CLBCX (23 years) vs MSFJX (20 years). CLBCX (1.37) is less costly to investors than MSFJX (0.47). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (53.00). 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 : 0.88 vs. MSFJX (-1.32). CLBCX return over 5 years is better than : 29.36 vs. MSFJX (14.67).
| CLBCX | MSFJX | CLBCX / MSFJX | |
| Total Expense Ratio | 1.37 | 0.47 | 291% |
| Annual Report Gross Expense Ratio | 1.37 | 0.47 | 291% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -4.049 | -1.197 | 338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 7.4B | 3,042% |
| Annual Yield % from dividends | 1.22 | 2.54 | 48% |
| Returns for 1 year | 0.88 | -1.32 | -67% |
| Returns for 3 years | 10.63 | 1.33 | 797% |
| Returns for 5 years | 29.36 | 14.67 | 200% |
| Returns for 10 years | 43.49 | 26.19 | 166% |
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