CLBCX
Price
$37.93
Change
+$0.20 (+0.53%)
Updated
Sep 5 closing price
Net Assets
259.11B
MSFJX
Price
$20.10
Change
-$0.05 (-0.25%)
Updated
Sep 5 closing price
Net Assets
7.75B
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CLBCX vs MSFJX

Header iconCLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJXBanner chart's image
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return R4
Price$20.10
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
CLBCX vs MSFJX Comparison Chart in %
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CLBCX vs. MSFJX commentary
Sep 08, 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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. MSFJX (7.75B). MSFJX pays higher dividends than CLBCX: MSFJX (2.51) vs CLBCX (1.11). CLBCX was incepted earlier than MSFJX: CLBCX (24 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 : 9.15 vs. MSFJX (0.94). CLBCX return over 5 years is better than : 36.30 vs. MSFJX (12.78).
CLBCXMSFJXCLBCX / MSFJX
Total Expense Ratio1.350.47287%
Annual Report Gross Expense Ratio1.350.47287%
Fund Existence24 years20 years-
Gain YTD10.7858.037134%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets259B7.75B3,342%
Annual Yield % from dividends1.112.5144%
Returns for 1 year9.150.94969%
Returns for 3 years37.7515.80239%
Returns for 5 years36.3012.78284%
Returns for 10 years74.8043.45172%
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