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CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$36.13
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets248.02B
MFS Total Return R6
Price$19.44
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.63B
CLBCX vs MSFKX Comparison Chart in %
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CLBCX vs. MSFKX commentary
Jun 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 MSFKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 248B vs. MSFKX (7.63B). 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 : 5.59 vs. MSFKX (1.73). CLBCX return over 5 years is better than : 38.13 vs. MSFKX (16.77).
| 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 | 5.528 | 4.260 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 7.63B | 3,251% |
| Annual Yield % from dividends | 1.18 | 2.66 | 44% |
| Returns for 1 year | 5.59 | 1.73 | 323% |
| Returns for 3 years | 29.63 | 11.97 | 248% |
| Returns for 5 years | 38.13 | 16.77 | 227% |
| Returns for 10 years | 60.19 | 34.48 | 175% |
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