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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$32.64
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets223.62B
MFS Total Return R6
Price$18.34
Change+$0.15 (+0.82%)
VolumeN/A
Net Assets7.27B
CLBFX vs MSFKX Comparison Chart
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CLBFX vs. MSFKX commentary
Apr 12, 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: 224B vs. MSFKX (7.27B). MSFKX pays higher dividends than CLBFX: MSFKX (2.62) vs CLBFX (2.14). CLBFX was incepted earlier than MSFKX: CLBFX (23 years) vs MSFKX (13 years). CLBFX (0.68) is less costly to investors than MSFKX (0.40). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MSFKX (53.00). 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 : 2.47 vs. MSFKX (-1.60). CLBFX return over 5 years is better than : 39.71 vs. MSFKX (15.27).
| CLBFX | MSFKX | CLBFX / MSFKX | |
| Total Expense Ratio | 0.68 | 0.40 | 170% |
| Annual Report Gross Expense Ratio | 0.68 | 0.40 | 170% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -2.174 | -1.181 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 7.27B | 3,082% |
| Annual Yield % from dividends | 2.14 | 2.62 | 82% |
| Returns for 1 year | 2.47 | -1.60 | -154% |
| Returns for 3 years | 13.09 | -0.40 | -3,275% |
| Returns for 5 years | 39.71 | 15.27 | 260% |
| Returns for 10 years | 62.36 | 27.73 | 225% |
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