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CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$34.80
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets238.54B
MFS Total Return R4
Price$19.11
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets7.61B
CLBFX vs MSFJX Comparison Chart
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CLBFX vs. MSFJX commentary
May 15, 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: 239B vs. MSFJX (7.61B). MSFJX pays higher dividends than CLBFX: MSFJX (2.61) vs CLBFX (2.15). 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 : 6.28 vs. MSFJX (0.28). CLBFX return over 5 years is better than : 44.20 vs. MSFJX (19.40).
| 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 | 2.314 | 2.385 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 7.61B | 3,142% |
| Annual Yield % from dividends | 2.15 | 2.61 | 82% |
| Returns for 1 year | 6.28 | 0.28 | 2,248% |
| Returns for 3 years | 24.53 | 7.53 | 326% |
| Returns for 5 years | 44.20 | 19.40 | 228% |
| Returns for 10 years | 67.92 | 30.39 | 223% |
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