CLBFX
Price
$35.64
Change
-$0.04 (-0.11%)
Updated
Jun 5 closing price
Net Assets
243.73B
MSFJX
Price
$19.17
Change
-$0.04 (-0.21%)
Updated
Jun 5 closing price
Net Assets
7.55B
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CLBFX vs MSFJX

Header iconCLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJXBanner chart's image
American Funds American Balanced 529F
Price$35.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
MFS Total Return R4
Price$19.17
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.55B
CLBFX vs MSFJX Comparison Chart
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CLBFX vs. MSFJX commentary
Jun 06, 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 CLBFX is a Buy and MSFJX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. MSFJX (7.55B). MSFJX pays higher dividends than CLBFX: MSFJX (2.58) vs CLBFX (2.07). CLBFX was incepted earlier than MSFJX: CLBFX (23 years) vs MSFJX (20 years). CLBFX (0.67) is less costly to investors than MSFJX (0.47). MSFJX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). MSFJX has a lower initial minimum investment than CLBFX: MSFJX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 7.12 vs. MSFJX (0.04). CLBFX return over 5 years is better than : 37.52 vs. MSFJX (9.32).
CLBFXMSFJXCLBFX / MSFJX
Total Expense Ratio0.670.47143%
Annual Report Gross Expense Ratio0.670.47143%
Fund Existence23 years20 years-
Gain YTD4.6602.564182%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets244B7.55B3,231%
Annual Yield % from dividends2.072.5880%
Returns for 1 year7.120.0418,095%
Returns for 3 years24.885.93419%
Returns for 5 years37.529.32402%
Returns for 10 years75.1932.52231%
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