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CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return R4
Price$20.10
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
CLBFX vs MSFJX Comparison Chart in %
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CLBFX vs. MSFJX commentary
Sep 08, 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: 259B vs. MSFJX (7.75B). MSFJX pays higher dividends than CLBFX: MSFJX (2.51) vs CLBFX (1.94). 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 : 10.11 vs. MSFJX (0.94). CLBFX return over 5 years is better than : 42.70 vs. MSFJX (12.78).
| 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 | 11.495 | 8.037 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.94 | 2.51 | 77% |
| Returns for 1 year | 10.11 | 0.94 | 1,071% |
| Returns for 3 years | 41.65 | 15.80 | 264% |
| Returns for 5 years | 42.70 | 12.78 | 334% |
| Returns for 10 years | 92.18 | 43.45 | 212% |
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