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CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$37.68
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
MFS Total Return R6
Price$20.15
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.78B
CLBCX vs MSFKX Comparison Chart in %
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CLBCX vs. MSFKX commentary
Aug 29, 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: 255B vs. MSFKX (7.78B). MSFKX pays higher dividends than CLBCX: MSFKX (2.63) vs CLBCX (1.12). 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 : 7.27 vs. MSFKX (1.21). CLBCX return over 5 years is better than : 34.02 vs. MSFKX (12.72).
| 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 | 10.055 | 8.454 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 7.78B | 3,277% |
| Annual Yield % from dividends | 1.12 | 2.63 | 43% |
| Returns for 1 year | 7.27 | 1.21 | 602% |
| Returns for 3 years | 33.57 | 14.08 | 238% |
| Returns for 5 years | 34.02 | 12.72 | 267% |
| Returns for 10 years | 73.57 | 44.90 | 164% |