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CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$37.01
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
MFS Total Return R6
Price$19.65
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.64B
CLBCX vs MSFKX Comparison Chart in %
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CLBCX vs. MSFKX commentary
Aug 07, 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: 252B vs. MSFKX (7.64B). MSFKX pays higher dividends than CLBCX: MSFKX (2.63) vs CLBCX (1.12). 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 : 9.97 vs. MSFKX (2.24). CLBCX return over 5 years is better than : 33.32 vs. MSFKX (11.54).
| 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 | 8.098 | 5.873 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.64B | 3,298% |
| Annual Yield % from dividends | 1.12 | 2.63 | 43% |
| Returns for 1 year | 9.97 | 2.24 | 445% |
| Returns for 3 years | 29.25 | 10.27 | 285% |
| Returns for 5 years | 33.32 | 11.54 | 289% |
| Returns for 10 years | 64.42 | 36.93 | 174% |
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