Ad is loading...
Ad is loading...
CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$36.08
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
MFS Total Return A
Price$20.77
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
CLBCX vs MSFRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MSFRX commentary
Nov 18, 2024
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 StrongBuy and MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. MSFRX (8.05B). 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 : 19.97 vs. MSFRX (13.66). CLBCX return over 5 years is better than : 32.31 vs. MSFRX (15.49).
| 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 | 13.278 | 10.749 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 1.52 | 2.32 | 66% |
| Returns for 1 year | 19.97 | 13.66 | 146% |
| Returns for 3 years | 9.41 | -3.54 | -266% |
| Returns for 5 years | 32.31 | 15.49 | 209% |
| Returns for 10 years | 51.34 | 37.49 | 137% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers