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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$36.94
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
MFS Total Return R6
Price$19.65
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.64B
CLBFX vs MSFKX Comparison Chart in %
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CLBFX vs. MSFKX commentary
Aug 07, 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: 252B vs. MSFKX (7.64B). 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 : 10.98 vs. MSFKX (2.24). CLBFX return over 5 years is better than : 39.59 vs. MSFKX (11.54).
| 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 | 8.728 | 5.873 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.64B | 3,298% |
| Annual Yield % from dividends | 1.97 | 2.63 | 75% |
| Returns for 1 year | 10.98 | 2.24 | 489% |
| Returns for 3 years | 32.87 | 10.27 | 320% |
| Returns for 5 years | 39.59 | 11.54 | 343% |
| Returns for 10 years | 80.83 | 36.93 | 219% |
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