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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$35.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
MFS Total Return R6
Price$19.14
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.55B
CLBFX vs MSFKX Comparison Chart
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CLBFX vs. MSFKX commentary
Jun 07, 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: 244B vs. MSFKX (7.55B). MSFKX pays higher dividends than CLBFX: MSFKX (2.66) vs CLBFX (2.07). 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 : 7.12 vs. MSFKX (0.12). CLBFX return over 5 years is better than : 37.52 vs. MSFKX (9.71).
| 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 | 4.660 | 2.654 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,231% |
| Annual Yield % from dividends | 2.07 | 2.66 | 78% |
| Returns for 1 year | 7.12 | 0.12 | 6,171% |
| Returns for 3 years | 24.88 | 6.13 | 406% |
| Returns for 5 years | 37.52 | 9.71 | 387% |
| Returns for 10 years | 75.19 | 33.50 | 224% |
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