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CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$32.74
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets223.62B
MFS Total Return R6
Price$18.34
Change+$0.15 (+0.82%)
VolumeN/A
Net Assets7.27B
CLBCX vs MSFKX Comparison Chart
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CLBCX vs. MSFKX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 224B vs. MSFKX (7.27B). MSFKX pays higher dividends than CLBCX: MSFKX (2.62) vs CLBCX (1.22). CLBCX was incepted earlier than MSFKX: CLBCX (23 years) vs MSFKX (13 years). CLBCX (1.37) is less costly to investors than MSFKX (0.40). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFKX (53.00). 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 : 1.58 vs. MSFKX (-1.60). CLBCX return over 5 years is better than : 33.41 vs. MSFKX (15.27).
| CLBCX | MSFKX | CLBCX / MSFKX | |
| Total Expense Ratio | 1.37 | 0.40 | 343% |
| Annual Report Gross Expense Ratio | 1.37 | 0.40 | 343% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -2.415 | -1.181 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 7.27B | 3,082% |
| Annual Yield % from dividends | 1.22 | 2.62 | 47% |
| Returns for 1 year | 1.58 | -1.60 | -99% |
| Returns for 3 years | 10.06 | -0.40 | -2,515% |
| Returns for 5 years | 33.41 | 15.27 | 219% |
| Returns for 10 years | 47.63 | 27.73 | 172% |
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