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CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
MFS Total Return R6
Price$19.14
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.55B
CLBCX vs MSFKX Comparison Chart
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CLBCX vs. MSFKX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. MSFKX (7.55B). MSFKX pays higher dividends than CLBCX: MSFKX (2.66) vs CLBCX (1.18). CLBCX was incepted earlier than MSFKX: CLBCX (23 years) vs MSFKX (13 years). CLBCX (1.35) is less costly to investors than MSFKX (0.40). MSFKX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). 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 : 6.15 vs. MSFKX (0.12). CLBCX return over 5 years is better than : 31.31 vs. MSFKX (9.71).
| CLBCX | MSFKX | CLBCX / MSFKX | |
| Total Expense Ratio | 1.35 | 0.40 | 338% |
| Annual Report Gross Expense Ratio | 1.35 | 0.40 | 338% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 4.237 | 2.654 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,231% |
| Annual Yield % from dividends | 1.18 | 2.66 | 44% |
| Returns for 1 year | 6.15 | 0.12 | 5,331% |
| Returns for 3 years | 21.49 | 6.13 | 350% |
| Returns for 5 years | 31.31 | 9.71 | 323% |
| Returns for 10 years | 59.29 | 33.50 | 177% |
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