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CLBCX vs MSFJX
CLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
MFS Total Return R4
Price$20.19
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFJX Comparison Chart in %
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CLBCX vs. MSFJX commentary
Sep 30, 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 (7.74B). MSFJX pays higher dividends than CLBCX: MSFJX (2.51) vs CLBCX (1.11). 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 : 7.19 vs. MSFJX (0.32). CLBCX return over 5 years is better than : 40.81 vs. MSFJX (15.37).
| 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 | 12.421 | 8.521 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.74B | 3,397% |
| Annual Yield % from dividends | 1.11 | 2.51 | 44% |
| Returns for 1 year | 7.19 | 0.32 | 2,264% |
| Returns for 3 years | 48.53 | 22.78 | 213% |
| Returns for 5 years | 40.81 | 15.37 | 266% |
| Returns for 10 years | 81.37 | 47.68 | 171% |