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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-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return R6
Price$20.77
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
CLBFX vs MSFKX Comparison Chart
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CLBFX vs. MSFKX commentary
Nov 18, 2024
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 StrongBuy and MSFKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. MSFKX (8.05B). MSFKX pays higher dividends than CLBFX: MSFKX (2.61) vs CLBFX (2.39). CLBFX was incepted earlier than MSFKX: CLBFX (22 years) vs MSFKX (12 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 : 21.04 vs. MSFKX (14.03). CLBFX return over 5 years is better than : 38.61 vs. MSFKX (17.38).
| CLBFX | MSFKX | CLBFX / MSFKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 14.196 | 11.045 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 2.39 | 2.61 | 91% |
| Returns for 1 year | 21.04 | 14.03 | 150% |
| Returns for 3 years | 12.47 | -2.59 | -481% |
| Returns for 5 years | 38.61 | 17.38 | 222% |
| Returns for 10 years | 66.57 | 42.05 | 158% |
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