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CLBCX vs MSFJX
CLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return R4
Price$19.98
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFJX Comparison Chart in %
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CLBCX vs. MSFJX commentary
Jul 27, 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: 254B vs. MSFJX (7.74B). MSFJX pays higher dividends than CLBCX: MSFJX (2.54) vs CLBCX (1.13). 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 : 9.42 vs. MSFJX (2.92). CLBCX return over 5 years is better than : 36.20 vs. MSFJX (14.17).
| 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 | 8.536 | 6.915 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.13 | 2.54 | 45% |
| Returns for 1 year | 9.42 | 2.92 | 323% |
| Returns for 3 years | 32.73 | 13.28 | 246% |
| Returns for 5 years | 36.20 | 14.17 | 256% |
| Returns for 10 years | 64.69 | 37.29 | 173% |
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