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CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
MFS Total Return R4
Price$19.93
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets7.56B
CLBFX vs MSFJX Comparison Chart in %
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CLBFX vs. MSFJX commentary
Nov 20, 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 (7.56B). MSFJX pays higher dividends than CLBFX: MSFJX (2.61) vs CLBFX (1.86). 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 : 9.14 vs. MSFJX (-1.07). CLBFX return over 5 years is better than : 41.70 vs. MSFJX (7.50).
| 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 | 14.206 | 8.040 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.56B | 3,480% |
| Annual Yield % from dividends | 1.86 | 2.61 | 71% |
| Returns for 1 year | 9.14 | -1.07 | -855% |
| Returns for 3 years | 42.41 | 12.24 | 347% |
| Returns for 5 years | 41.70 | 7.50 | 556% |
| Returns for 10 years | 86.89 | 39.28 | 221% |
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