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CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
MFS Total Return R6
Price$19.47
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets7.88B
CLBCX vs MSFKX Comparison Chart
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CLBCX vs. MSFKX commentary
Feb 22, 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 MSFKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 245B vs. MSFKX (7.88B). MSFKX pays higher dividends than CLBCX: MSFKX (2.61) vs CLBCX (1.52). CLBCX was incepted earlier than MSFKX: CLBCX (23 years) vs MSFKX (13 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFKX (43.00). MSFKX has a lower initial minimum investment than CLBCX: MSFKX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 11.02 vs. MSFKX (5.08). CLBCX return over 5 years is better than : 28.50 vs. MSFKX (8.00).
| CLBCX | MSFKX | CLBCX / MSFKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 4.050 | 3.567 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 7.88B | 3,111% |
| Annual Yield % from dividends | 1.52 | 2.61 | 58% |
| Returns for 1 year | 11.02 | 5.08 | 217% |
| Returns for 3 years | 17.04 | 2.37 | 718% |
| Returns for 5 years | 28.50 | 8.00 | 356% |
| Returns for 10 years | 56.03 | 34.16 | 164% |
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