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CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
MFS Total Return A
Price$19.47
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets7.85B
CLBFX vs MSFRX Comparison Chart
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CLBFX vs. MSFRX commentary
Feb 23, 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: 242B vs. MSFRX (7.85B). 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 : 9.36 vs. MSFRX (3.88). CLBFX return over 5 years is better than : 32.87 vs. MSFRX (5.93).
| 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 | 2.894 | 3.166 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 7.85B | 3,083% |
| Annual Yield % from dividends | 2.39 | 2.32 | 103% |
| Returns for 1 year | 9.36 | 3.88 | 241% |
| Returns for 3 years | 19.64 | 1.61 | 1,221% |
| Returns for 5 years | 32.87 | 5.93 | 554% |
| Returns for 10 years | 68.67 | 28.96 | 237% |
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