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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MFS Total Return A
Price$19.47
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets7.85B
CLBCX vs MSFRX Comparison Chart
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CLBCX vs. MSFRX commentary
Feb 23, 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 Hold and MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. MSFRX (7.85B). MSFRX pays higher dividends than CLBCX: MSFRX (2.32) vs CLBCX (1.52). CLBCX was incepted earlier than MSFRX: CLBCX (23 years) vs MSFRX (54 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (43.00). CLBCX has a lower initial minimum investment than MSFRX: CLBCX (250) vs MSFRX (1000). CLBCX annual gain was more profitable for investors over the last year : 8.39 vs. MSFRX (3.88). CLBCX return over 5 years is better than : 26.92 vs. MSFRX (5.93).
| CLBCX | MSFRX | CLBCX / MSFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 54 years | - |
| Gain YTD | 2.768 | 3.166 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 1.52 | 2.32 | 66% |
| Returns for 1 year | 8.39 | 3.88 | 216% |
| Returns for 3 years | 16.44 | 1.61 | 1,022% |
| Returns for 5 years | 26.92 | 5.93 | 454% |
| Returns for 10 years | 53.37 | 28.96 | 184% |
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