CLBFX
Price
$35.64
Change
-$0.04 (-0.11%)
Updated
Jun 5 closing price
Net Assets
243.43B
MSFRX
Price
$19.14
Change
-$0.04 (-0.21%)
Updated
Jun 5 closing price
Net Assets
7.53B
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CLBFX vs MSFRX

Header iconCLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRXBanner chart's image
American Funds American Balanced 529F
Price$35.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
MFS Total Return A
Price$19.14
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets7.53B
CLBFX vs MSFRX Comparison Chart
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CLBFX vs. MSFRX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. MSFRX (7.53B). MSFRX pays higher dividends than CLBFX: MSFRX (2.35) vs CLBFX (2.07). 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 : 7.12 vs. MSFRX (-0.21). CLBFX return over 5 years is better than : 37.52 vs. MSFRX (7.93).
CLBFXMSFRXCLBFX / MSFRX
Total Expense Ratio0.670.7293%
Annual Report Gross Expense Ratio0.670.7293%
Fund Existence23 years55 years-
Gain YTD4.6602.463189%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets243B7.53B3,225%
Annual Yield % from dividends2.072.3588%
Returns for 1 year7.12-0.21-3,458%
Returns for 3 years24.885.10488%
Returns for 5 years37.527.93473%
Returns for 10 years75.1929.21257%
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