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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$32.94
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
MFS Total Return A
Price$18.49
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets7.34B
CLBCX vs MSFRX Comparison Chart
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CLBCX vs. MSFRX commentary
Apr 18, 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 MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 225B vs. MSFRX (7.34B). MSFRX pays higher dividends than CLBCX: MSFRX (2.31) vs CLBCX (1.22). CLBCX was incepted earlier than MSFRX: CLBCX (23 years) vs MSFRX (55 years). CLBCX (1.37) is less costly to investors than MSFRX (0.72). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (53.00). 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 : 1.83 vs. MSFRX (-0.87). CLBCX return over 5 years is better than : 28.49 vs. MSFRX (11.44).
| CLBCX | MSFRX | CLBCX / MSFRX | |
| Total Expense Ratio | 1.37 | 0.72 | 190% |
| Annual Report Gross Expense Ratio | 1.37 | 0.72 | 190% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | -3.903 | -2.057 | 190% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 7.34B | 3,065% |
| Annual Yield % from dividends | 1.22 | 2.31 | 53% |
| Returns for 1 year | 1.83 | -0.87 | -211% |
| Returns for 3 years | 8.62 | -1.48 | -584% |
| Returns for 5 years | 28.49 | 11.44 | 249% |
| Returns for 10 years | 44.63 | 22.30 | 200% |
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