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CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
MFS Total Return A
Price$18.49
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets7.34B
CLBFX vs MSFRX Comparison Chart
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CLBFX vs. MSFRX commentary
Apr 18, 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 MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 225B vs. MSFRX (7.34B). MSFRX pays higher dividends than CLBFX: MSFRX (2.31) vs CLBFX (2.14). CLBFX was incepted earlier than MSFRX: CLBFX (23 years) vs MSFRX (55 years). MSFRX (0.72) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (53.00). CLBFX has a lower initial minimum investment than MSFRX: CLBFX (250) vs MSFRX (1000). CLBFX annual gain was more profitable for investors over the last year : 2.73 vs. MSFRX (-0.87). CLBFX return over 5 years is better than : 34.54 vs. MSFRX (11.44).
| CLBFX | MSFRX | CLBFX / MSFRX | |
| Total Expense Ratio | 0.68 | 0.72 | 94% |
| Annual Report Gross Expense Ratio | 0.68 | 0.72 | 94% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | -3.641 | -2.057 | 177% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 7.34B | 3,065% |
| Annual Yield % from dividends | 2.14 | 2.31 | 93% |
| Returns for 1 year | 2.73 | -0.87 | -313% |
| Returns for 3 years | 11.65 | -1.48 | -789% |
| Returns for 5 years | 34.54 | 11.44 | 302% |
| Returns for 10 years | 59.09 | 22.30 | 265% |
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