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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
MFS Total Return R6
Price$20.06
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
CLBFX vs MSFKX Comparison Chart
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CLBFX vs. MSFKX commentary
Dec 19, 2024
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 StrongBuy and MSFKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. MSFKX (7.88B). MSFKX pays higher dividends than CLBFX: MSFKX (2.61) vs CLBFX (2.39). CLBFX was incepted earlier than MSFKX: CLBFX (22 years) vs MSFKX (13 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MSFKX (43.00). 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 : 12.67 vs. MSFKX (6.46). CLBFX return over 5 years is better than : 35.48 vs. MSFKX (14.71).
| CLBFX | MSFKX | CLBFX / MSFKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 11.647 | 9.277 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 2.39 | 2.61 | 91% |
| Returns for 1 year | 12.67 | 6.46 | 196% |
| Returns for 3 years | 13.69 | 3.69 | 371% |
| Returns for 5 years | 35.48 | 14.71 | 241% |
| Returns for 10 years | 61.86 | 38.23 | 162% |
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