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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
MFS Total Return A
Price$19.17
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.77B
CLBCX vs MSFRX Comparison Chart
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CLBCX vs. MSFRX 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 MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. MSFRX (7.77B). 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 : 11.42 vs. MSFRX (4.45). CLBCX return over 5 years is better than : 26.62 vs. MSFRX (4.15).
| 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 | 1.894 | 1.375 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.77B | 3,090% |
| Annual Yield % from dividends | 1.52 | 2.32 | 66% |
| Returns for 1 year | 11.42 | 4.45 | 257% |
| Returns for 3 years | 11.24 | -3.58 | -314% |
| Returns for 5 years | 26.62 | 4.15 | 642% |
| Returns for 10 years | 56.78 | 30.16 | 188% |
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