Interact to see
Advertisement
Advertisement
CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$37.62
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
MFS Total Return R6
Price$20.15
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets7.78B
CLBFX vs MSFKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MSFKX commentary
Aug 29, 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: 255B vs. MSFKX (7.78B). MSFKX pays higher dividends than CLBFX: MSFKX (2.63) vs CLBFX (1.97). 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 : 8.22 vs. MSFKX (1.21). CLBFX return over 5 years is better than : 40.33 vs. MSFKX (12.72).
| 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 | 10.730 | 8.454 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 7.78B | 3,277% |
| Annual Yield % from dividends | 1.97 | 2.63 | 75% |
| Returns for 1 year | 8.22 | 1.21 | 680% |
| Returns for 3 years | 37.31 | 14.08 | 265% |
| Returns for 5 years | 40.33 | 12.72 | 317% |
| Returns for 10 years | 90.86 | 44.90 | 202% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement