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CLBCX vs MSFJX
CLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
MFS Total Return R4
Price$18.99
Change-$0.39 (-2.01%)
VolumeN/A
Net Assets7.75B
CLBCX vs MSFJX Comparison Chart
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CLBCX vs. MSFJX commentary
Apr 04, 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: 235B vs. MSFJX (7.75B). 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). MSFJX annual gain was more profitable for investors over the last year : 1.10 vs. CLBCX (0.61). CLBCX return over 5 years is better than : 42.55 vs. MSFJX (29.55).
| 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 | -2.356 | 3.002 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 7.75B | 3,033% |
| Annual Yield % from dividends | 1.22 | 2.54 | 48% |
| Returns for 1 year | 0.61 | 1.10 | 56% |
| Returns for 3 years | 7.83 | 1.98 | 395% |
| Returns for 5 years | 42.55 | 29.55 | 144% |
| Returns for 10 years | 48.08 | 32.49 | 148% |
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