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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$38.64
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
MFS Total Return A
Price$19.96
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.55B
CLBCX vs MSFRX Comparison Chart in %
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CLBCX vs. MSFRX commentary
Nov 19, 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: 264B vs. MSFRX (7.55B). MSFRX pays higher dividends than CLBCX: MSFRX (2.38) vs CLBCX (1.04). 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 : 7.99 vs. MSFRX (-1.89). CLBCX return over 5 years is better than : 34.64 vs. MSFRX (5.61).
| 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 | 12.947 | 7.560 | 171% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 7.55B | 3,498% |
| Annual Yield % from dividends | 1.04 | 2.38 | 44% |
| Returns for 1 year | 7.99 | -1.89 | -422% |
| Returns for 3 years | 38.12 | 11.09 | 344% |
| Returns for 5 years | 34.64 | 5.61 | 617% |
| Returns for 10 years | 69.55 | 35.54 | 196% |
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