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CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
MFS Total Return R6
Price$20.06
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
CLBCX vs MSFKX Comparison Chart
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CLBCX vs. MSFKX commentary
Dec 19, 2024
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 StrongBuy and MSFKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B 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 : 11.92 vs. MSFKX (6.46). CLBCX return over 5 years is better than : 29.69 vs. MSFKX (14.71).
| 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 | 10.944 | 9.277 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 1.52 | 2.61 | 58% |
| Returns for 1 year | 11.92 | 6.46 | 185% |
| Returns for 3 years | 10.88 | 3.69 | 295% |
| Returns for 5 years | 29.69 | 14.71 | 202% |
| Returns for 10 years | 47.43 | 38.23 | 124% |
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