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CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$36.29
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
MFS Total Return R4
Price$19.60
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets7.61B
CLBFX vs MSFJX Comparison Chart in %
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CLBFX vs. MSFJX commentary
Jun 27, 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: 248B vs. MSFJX (7.61B). 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 : 7.54 vs. MSFJX (2.01). CLBFX return over 5 years is better than : 45.76 vs. MSFJX (16.12).
| 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 | 6.815 | 3.952 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 7.61B | 3,259% |
| Annual Yield % from dividends | 2.07 | 2.58 | 80% |
| Returns for 1 year | 7.54 | 2.01 | 374% |
| Returns for 3 years | 34.34 | 11.64 | 295% |
| Returns for 5 years | 45.76 | 16.12 | 284% |
| Returns for 10 years | 79.61 | 34.54 | 230% |
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