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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$36.40
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
MFS Total Return A
Price$19.56
Change+$0.12 (+0.62%)
VolumeN/A
Net Assets7.61B
CLBCX vs MSFRX Comparison Chart in %
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CLBCX vs. MSFRX commentary
Jun 27, 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: 248B vs. MSFRX (7.61B). MSFRX pays higher dividends than CLBCX: MSFRX (2.35) vs CLBCX (1.18). CLBCX was incepted earlier than MSFRX: CLBCX (23 years) vs MSFRX (55 years). CLBCX (1.35) is less costly to investors than MSFRX (0.72). MSFRX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). 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 : 6.56 vs. MSFRX (1.77). CLBCX return over 5 years is better than : 39.16 vs. MSFRX (14.65).
| CLBCX | MSFRX | CLBCX / MSFRX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.72 | 188% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | 6.316 | 3.852 | 164% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 7.61B | 3,259% |
| Annual Yield % from dividends | 1.18 | 2.35 | 50% |
| Returns for 1 year | 6.56 | 1.77 | 371% |
| Returns for 3 years | 30.69 | 10.83 | 283% |
| Returns for 5 years | 39.16 | 14.65 | 267% |
| Returns for 10 years | 63.30 | 31.25 | 203% |
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