CLBFX
Price
$34.25
Change
+$0.09 (+0.26%)
Updated
Apr 2 closing price
Net Assets
233.54B
MSFJX
Price
$19.38
Change
+$0.07 (+0.36%)
Updated
Apr 2 closing price
Net Assets
7.73B
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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$34.25
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
MFS Total Return R4
Price$19.38
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets7.73B
CLBFX vs MSFJX Comparison Chart
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CLBFX vs. MSFJX commentary
Apr 04, 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: 234B vs. MSFJX (7.73B). MSFJX pays higher dividends than CLBFX: MSFJX (2.54) vs CLBFX (2.14). CLBFX was incepted earlier than MSFJX: CLBFX (23 years) vs MSFJX (20 years). CLBFX (0.68) is less costly to investors than MSFJX (0.47). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (53.00). 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 : 4.45 vs. MSFJX (0.68). CLBFX return over 5 years is better than : 53.24 vs. MSFJX (29.08).
CLBFXMSFJXCLBFX / MSFJX
Total Expense Ratio0.680.47145%
Annual Report Gross Expense Ratio0.680.47145%
Fund Existence23 years20 years-
Gain YTD0.4662.63018%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets234B7.73B3,029%
Annual Yield % from dividends2.142.5484%
Returns for 1 year4.450.68652%
Returns for 3 years14.151.56905%
Returns for 5 years53.2429.08183%
Returns for 10 years67.9532.51209%
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