Interact to see
Advertisement
Advertisement
CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
MFS Total Return R4
Price$20.19
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.74B
CLBFX vs MSFJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MSFJX commentary
Sep 30, 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 Hold and MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. MSFJX (7.74B). MSFJX pays higher dividends than CLBFX: MSFJX (2.51) vs CLBFX (1.94). CLBFX was incepted earlier than MSFJX: CLBFX (23 years) vs MSFJX (21 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 : 7.93 vs. MSFJX (0.32). CLBFX return over 5 years is better than : 47.10 vs. MSFJX (15.37).
| 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 | 21 years | - |
| Gain YTD | 12.937 | 8.521 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.74B | 3,397% |
| Annual Yield % from dividends | 1.94 | 2.51 | 77% |
| Returns for 1 year | 7.93 | 0.32 | 2,496% |
| Returns for 3 years | 52.34 | 22.78 | 230% |
| Returns for 5 years | 47.10 | 15.37 | 307% |
| Returns for 10 years | 98.95 | 47.68 | 208% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AAGOX | 118.26 | 0.72 | +0.61% |
| Alger Large Cap Growth I-2 | |||
| CDHIX | 36.58 | 0.19 | +0.52% |
| Calvert International Responsible Idx I | |||
| RFNFX | 93.05 | 0.42 | +0.45% |
| American Funds Fundamental Invs R5 | |||
| THVRX | 31.30 | 0.12 | +0.38% |
| Thornburg International Equity R4 | |||
| POIRX | 15.56 | -0.05 | -0.32% |
| Polen International Growth Investor | |||