CLBFX
Price
$36.29
Change
+$0.27 (+0.75%)
Updated
Jun 26 closing price
Net Assets
247.64B
MSFRX
Price
$19.56
Change
+$0.12 (+0.62%)
Updated
Jun 26 closing price
Net Assets
7.61B
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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$36.29
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
MFS Total Return A
Price$19.56
Change+$0.12 (+0.62%)
VolumeN/A
Net Assets7.61B
CLBFX vs MSFRX Comparison Chart in %
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CLBFX vs. MSFRX commentary
Jun 27, 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: 248B vs. MSFRX (7.61B). 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 : 7.54 vs. MSFRX (1.77). CLBFX return over 5 years is better than : 45.76 vs. MSFRX (14.65).
CLBFXMSFRXCLBFX / MSFRX
Total Expense Ratio0.670.7293%
Annual Report Gross Expense Ratio0.670.7293%
Fund Existence23 years55 years-
Gain YTD6.8153.852177%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets248B7.61B3,259%
Annual Yield % from dividends2.072.3588%
Returns for 1 year7.541.77427%
Returns for 3 years34.3410.83317%
Returns for 5 years45.7614.65312%
Returns for 10 years79.6131.25255%
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