Interact to see
Advertisement
Advertisement
CLBCX vs MSFJX
CLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
MFS Total Return R4
Price$19.93
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.56B
CLBCX vs MSFJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MSFJX commentary
Nov 20, 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 Hold and MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. MSFJX (7.56B). MSFJX pays higher dividends than CLBCX: MSFJX (2.61) vs CLBCX (1.04). CLBCX was incepted earlier than MSFJX: CLBCX (24 years) vs MSFJX (21 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 : 8.18 vs. MSFJX (-1.07). CLBCX return over 5 years is better than : 35.38 vs. MSFJX (7.50).
| CLBCX | MSFJX | CLBCX / MSFJX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 13.269 | 8.040 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.04 | 2.61 | 40% |
| Returns for 1 year | 8.18 | -1.07 | -765% |
| Returns for 3 years | 38.51 | 12.24 | 315% |
| Returns for 5 years | 35.38 | 7.50 | 472% |
| Returns for 10 years | 70.03 | 39.28 | 178% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers