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CLBCX vs MSFJX
CLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJX
American Funds American Balanced 529C
Price$34.86
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets238.54B
MFS Total Return R4
Price$19.11
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets7.61B
CLBCX vs MSFJX Comparison Chart
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CLBCX vs. MSFJX commentary
May 15, 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: 239B vs. MSFJX (7.61B). MSFJX pays higher dividends than CLBCX: MSFJX (2.61) vs CLBCX (1.23). 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 : 5.35 vs. MSFJX (0.28). CLBCX return over 5 years is better than : 37.72 vs. MSFJX (19.40).
| 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 | 1.961 | 2.385 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 7.61B | 3,142% |
| Annual Yield % from dividends | 1.23 | 2.61 | 47% |
| Returns for 1 year | 5.35 | 0.28 | 1,914% |
| Returns for 3 years | 21.18 | 7.53 | 281% |
| Returns for 5 years | 37.72 | 19.40 | 194% |
| Returns for 10 years | 52.66 | 30.39 | 173% |