Interact to see
Advertisement
Advertisement
CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
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
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| CLBFX | MSFJX | CLBFX / MSFJX | |
| Total Expense Ratio | 0.67 | 0.47 | 143% |
| Annual Report Gross Expense Ratio | 0.67 | 0.47 | 143% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 4.660 | 2.564 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,231% |
| Annual Yield % from dividends | 2.07 | 2.58 | 80% |
| Returns for 1 year | 7.12 | 0.04 | 18,095% |
| Returns for 3 years | 24.88 | 5.93 | 419% |
| Returns for 5 years | 37.52 | 9.32 | 402% |
| Returns for 10 years | 75.19 | 32.52 | 231% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers