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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$34.33
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
MFS Total Return A
Price$18.95
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets7.51B
CLBCX vs MSFRX Comparison Chart
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CLBCX vs. MSFRX commentary
May 09, 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: 234B vs. MSFRX (7.51B). MSFRX pays higher dividends than CLBCX: MSFRX (2.37) vs CLBCX (1.23). 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 : 3.94 vs. MSFRX (-0.98). CLBCX return over 5 years is better than : 33.37 vs. MSFRX (13.84).
| 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 | 0.152 | 0.706 | 22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 7.51B | 3,117% |
| Annual Yield % from dividends | 1.23 | 2.37 | 52% |
| Returns for 1 year | 3.94 | -0.98 | -404% |
| Returns for 3 years | 20.36 | 5.68 | 358% |
| Returns for 5 years | 33.37 | 13.84 | 241% |
| Returns for 10 years | 50.85 | 26.02 | 195% |
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