Interact to see
Advertisement
Advertisement
CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$36.87
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
MFS Total Return R6
Price$19.72
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
CLBCX vs MSFKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MSFKX commentary
Jul 18, 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: 252B vs. MSFKX (7.65B). MSFKX pays higher dividends than CLBCX: MSFKX (2.62) vs CLBCX (1.13). 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 : 6.25 vs. MSFKX (0.10). CLBCX return over 5 years is better than : 35.56 vs. MSFKX (13.14).
| 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 | 7.689 | 5.521 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.65B | 3,295% |
| Annual Yield % from dividends | 1.13 | 2.62 | 43% |
| Returns for 1 year | 6.25 | 0.10 | 6,401% |
| Returns for 3 years | 34.04 | 14.74 | 231% |
| Returns for 5 years | 35.56 | 13.14 | 271% |
| Returns for 10 years | 61.97 | 35.33 | 175% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PWV | 61.79 | 0.25 | +0.40% |
| Invesco Large Cap Value ETF | |||
| BUFG | 25.86 | 0.10 | +0.39% |
| FT Vest Buffered Allocation Gr ETF | |||
| SPIN | 29.76 | N/A | N/A |
| SPDR SSGA US Equity Premium Income ETF | |||
| SNPV | 32.15 | N/A | N/A |
| Xtrackers S&P 500 Value Scrd & Scrn ETF | |||
| ICOP | 29.59 | -0.04 | -0.12% |
| iShares Copper and Metals Mining ETF | |||