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CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
MFS Total Return R4
Price$20.09
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
CLBFX vs MSFJX Comparison Chart
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CLBFX vs. MSFJX commentary
Dec 19, 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 CLBFX is a Hold and MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. MSFJX (7.88B). MSFJX pays higher dividends than CLBFX: MSFJX (2.54) vs CLBFX (2.39). CLBFX was incepted earlier than MSFJX: CLBFX (22 years) vs MSFJX (20 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (43.00). 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 : 12.67 vs. MSFJX (6.37). CLBFX return over 5 years is better than : 35.48 vs. MSFJX (14.30).
| CLBFX | MSFJX | CLBFX / MSFJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 20 years | - |
| Gain YTD | 11.647 | 9.184 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 2.39 | 2.54 | 94% |
| Returns for 1 year | 12.67 | 6.37 | 199% |
| Returns for 3 years | 13.69 | 3.44 | 398% |
| Returns for 5 years | 35.48 | 14.30 | 248% |
| Returns for 10 years | 61.86 | 37.14 | 167% |
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