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CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
MFS Total Return R6
Price$19.18
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets7.79B
CLBCX vs MSFKX Comparison Chart
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CLBCX vs. MSFKX commentary
Jan 19, 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: 240B vs. MSFKX (7.79B). 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 : 11.42 vs. MSFKX (4.84). CLBCX return over 5 years is better than : 26.62 vs. MSFKX (5.91).
| 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 | 1.894 | 1.481 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.79B | 3,081% |
| Annual Yield % from dividends | 1.52 | 2.61 | 58% |
| Returns for 1 year | 11.42 | 4.84 | 236% |
| Returns for 3 years | 11.24 | -2.59 | -434% |
| Returns for 5 years | 26.62 | 5.91 | 450% |
| Returns for 10 years | 56.78 | 34.55 | 164% |
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