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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$38.59
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets263.09B
MFS Total Return A
Price$20.21
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
CLBCX vs MSFRX Comparison Chart in %
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CLBCX vs. MSFRX commentary
Oct 01, 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: 263B vs. MSFRX (7.75B). MSFRX pays higher dividends than CLBCX: MSFRX (2.29) vs CLBCX (1.11). CLBCX was incepted earlier than MSFRX: CLBCX (24 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 : 7.53 vs. MSFRX (-0.16). CLBCX return over 5 years is better than : 39.47 vs. MSFRX (12.70).
| CLBCX | MSFRX | CLBCX / MSFRX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.72 | 188% |
| Fund Existence | 24 years | 55 years | - |
| Gain YTD | 12.713 | 8.464 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.75B | 3,394% |
| Annual Yield % from dividends | 1.11 | 2.29 | 48% |
| Returns for 1 year | 7.53 | -0.16 | -4,809% |
| Returns for 3 years | 49.36 | 22.02 | 224% |
| Returns for 5 years | 39.47 | 12.70 | 311% |
| Returns for 10 years | 77.57 | 41.36 | 188% |
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