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CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$39.08
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
MFS Total Return R6
Price$20.28
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.79B
CLBCX vs MSFKX Comparison Chart in %
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CLBCX vs. MSFKX commentary
Oct 09, 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 Hold and MSFKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. MSFKX (7.79B). MSFKX pays higher dividends than CLBCX: MSFKX (2.62) vs CLBCX (1.06). CLBCX was incepted earlier than MSFKX: CLBCX (24 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 : 9.10 vs. MSFKX (2.03). CLBCX return over 5 years is better than : 39.00 vs. MSFKX (12.92).
| CLBCX | MSFKX | CLBCX / MSFKX | |
| Total Expense Ratio | 1.35 | 0.40 | 338% |
| Annual Report Gross Expense Ratio | 1.35 | 0.40 | 338% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 14.233 | 9.679 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.79B | 3,413% |
| Annual Yield % from dividends | 1.06 | 2.62 | 40% |
| Returns for 1 year | 9.10 | 2.03 | 449% |
| Returns for 3 years | 49.10 | 22.36 | 220% |
| Returns for 5 years | 39.00 | 12.92 | 302% |
| Returns for 10 years | 76.20 | 44.44 | 171% |
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