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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$36.02
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets248.02B
MFS Total Return R6
Price$19.44
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.63B
CLBFX vs MSFKX Comparison Chart in %
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CLBFX vs. MSFKX commentary
Jun 27, 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: 248B vs. MSFKX (7.63B). 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 : 6.52 vs. MSFKX (1.73). CLBFX return over 5 years is better than : 44.68 vs. MSFKX (16.77).
| 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 | 6.020 | 4.260 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 7.63B | 3,251% |
| Annual Yield % from dividends | 2.07 | 2.66 | 78% |
| Returns for 1 year | 6.52 | 1.73 | 376% |
| Returns for 3 years | 33.29 | 11.97 | 278% |
| Returns for 5 years | 44.68 | 16.77 | 266% |
| Returns for 10 years | 76.18 | 34.48 | 221% |
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