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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
MFS Total Return A
Price$19.14
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.53B
CLBCX vs MSFRX Comparison Chart
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CLBCX vs. MSFRX commentary
Jun 07, 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: 243B vs. MSFRX (7.53B). 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 : 6.15 vs. MSFRX (-0.21). CLBCX return over 5 years is better than : 31.31 vs. MSFRX (7.93).
| 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 | 4.237 | 2.463 | 172% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 7.53B | 3,225% |
| Annual Yield % from dividends | 1.18 | 2.35 | 50% |
| Returns for 1 year | 6.15 | -0.21 | -2,987% |
| Returns for 3 years | 21.49 | 5.10 | 421% |
| Returns for 5 years | 31.31 | 7.93 | 395% |
| Returns for 10 years | 59.29 | 29.21 | 203% |
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