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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$36.77
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
MFS Total Return R6
Price$19.72
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets7.65B
CLBFX vs MSFKX Comparison Chart in %
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CLBFX vs. MSFKX commentary
Jul 18, 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 MSFKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. MSFKX (7.65B). MSFKX pays higher dividends than CLBFX: MSFKX (2.62) vs CLBFX (1.99). CLBFX was incepted earlier than MSFKX: CLBFX (23 years) vs MSFKX (13 years). CLBFX (0.67) is less costly to investors than MSFKX (0.40). MSFKX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). MSFKX has a lower initial minimum investment than CLBFX: MSFKX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 7.19 vs. MSFKX (0.10). CLBFX return over 5 years is better than : 41.93 vs. MSFKX (13.14).
| CLBFX | MSFKX | CLBFX / MSFKX | |
| Total Expense Ratio | 0.67 | 0.40 | 168% |
| Annual Report Gross Expense Ratio | 0.67 | 0.40 | 168% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 8.228 | 5.521 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.65B | 3,295% |
| Annual Yield % from dividends | 1.99 | 2.62 | 76% |
| Returns for 1 year | 7.19 | 0.10 | 7,363% |
| Returns for 3 years | 37.79 | 14.74 | 256% |
| Returns for 5 years | 41.93 | 13.14 | 319% |
| Returns for 10 years | 78.05 | 35.33 | 221% |
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