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CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
MFS Total Return A
Price$19.17
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.77B
CLBFX vs MSFRX Comparison Chart
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CLBFX vs. MSFRX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. MSFRX (7.77B). CLBFX (2.39) and MSFRX (2.32) have matching dividends . CLBFX was incepted earlier than MSFRX: CLBFX (22 years) vs MSFRX (54 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. MSFRX (43.00). 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 : 12.43 vs. MSFRX (4.45). CLBFX return over 5 years is better than : 32.62 vs. MSFRX (4.15).
| CLBFX | MSFRX | CLBFX / MSFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 54 years | - |
| Gain YTD | 1.958 | 1.375 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.77B | 3,090% |
| Annual Yield % from dividends | 2.39 | 2.32 | 103% |
| Returns for 1 year | 12.43 | 4.45 | 279% |
| Returns for 3 years | 14.37 | -3.58 | -401% |
| Returns for 5 years | 32.62 | 4.15 | 787% |
| Returns for 10 years | 72.52 | 30.16 | 240% |
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