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CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$35.28
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
MFS Total Return R4
Price$19.47
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.86B
CLBFX vs MSFJX Comparison Chart
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CLBFX vs. MSFJX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. MSFJX (7.86B). MSFJX pays higher dividends than CLBFX: MSFJX (2.54) vs CLBFX (2.39). CLBFX was incepted earlier than MSFJX: CLBFX (22 years) vs MSFJX (20 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MSFJX (43.00). 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 : 12.27 vs. MSFJX (4.84). CLBFX return over 5 years is better than : 36.74 vs. MSFJX (8.71).
| CLBFX | MSFJX | CLBFX / MSFJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 20 years | - |
| Gain YTD | 3.128 | 2.482 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.86B | 3,068% |
| Annual Yield % from dividends | 2.39 | 2.54 | 94% |
| Returns for 1 year | 12.27 | 4.84 | 253% |
| Returns for 3 years | 16.76 | -0.84 | -1,985% |
| Returns for 5 years | 36.74 | 8.71 | 422% |
| Returns for 10 years | 74.28 | 34.71 | 214% |