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CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$38.47
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets263.09B
MFS Total Return A
Price$20.21
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
CLBFX vs MSFRX Comparison Chart in %
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CLBFX vs. MSFRX commentary
Oct 01, 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 Hold and MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. MSFRX (7.75B). MSFRX pays higher dividends than CLBFX: MSFRX (2.29) vs CLBFX (1.94). CLBFX was incepted earlier than MSFRX: CLBFX (23 years) vs MSFRX (55 years). MSFRX (0.72) is less costly to investors than CLBFX (0.67). MSFRX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). 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 : 8.24 vs. MSFRX (-0.16). CLBFX return over 5 years is better than : 45.65 vs. MSFRX (12.70).
| CLBFX | MSFRX | CLBFX / MSFRX | |
| Total Expense Ratio | 0.67 | 0.72 | 93% |
| Annual Report Gross Expense Ratio | 0.67 | 0.72 | 93% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | 13.232 | 8.464 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.75B | 3,394% |
| Annual Yield % from dividends | 1.94 | 2.29 | 85% |
| Returns for 1 year | 8.24 | -0.16 | -5,263% |
| Returns for 3 years | 53.19 | 22.02 | 242% |
| Returns for 5 years | 45.65 | 12.70 | 360% |
| Returns for 10 years | 94.79 | 41.36 | 229% |
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