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CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$33.15
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
MFS Total Return R4
Price$18.68
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets7.4B
CLBFX vs MSFJX Comparison Chart
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CLBFX vs. MSFJX commentary
Apr 24, 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: 225B vs. MSFJX (7.4B). 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 : 1.79 vs. MSFJX (-1.32). CLBFX return over 5 years is better than : 35.44 vs. MSFJX (14.67).
| CLBFX | MSFJX | CLBFX / MSFJX | |
| Total Expense Ratio | 0.68 | 0.47 | 145% |
| Annual Report Gross Expense Ratio | 0.68 | 0.47 | 145% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -3.758 | -1.197 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 7.4B | 3,042% |
| Annual Yield % from dividends | 2.14 | 2.54 | 84% |
| Returns for 1 year | 1.79 | -1.32 | -136% |
| Returns for 3 years | 13.72 | 1.33 | 1,029% |
| Returns for 5 years | 35.44 | 14.67 | 242% |
| Returns for 10 years | 57.89 | 26.19 | 221% |
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