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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets244.57B
MFS Total Return R6
Price$19.47
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets7.88B
CLBFX vs MSFKX Comparison Chart
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CLBFX vs. MSFKX commentary
Feb 22, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 245B 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 : 11.98 vs. MSFKX (5.08). CLBFX return over 5 years is better than : 34.53 vs. MSFKX (8.00).
| 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 | 4.180 | 3.567 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 7.88B | 3,111% |
| Annual Yield % from dividends | 2.39 | 2.61 | 91% |
| Returns for 1 year | 11.98 | 5.08 | 236% |
| Returns for 3 years | 20.30 | 2.37 | 855% |
| Returns for 5 years | 34.53 | 8.00 | 431% |
| Returns for 10 years | 71.59 | 34.16 | 210% |