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CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return A
Price$20.77
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
CLBFX vs MSFRX Comparison Chart
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CLBFX vs. MSFRX commentary
Nov 18, 2024
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 StrongBuy and MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. MSFRX (8.05B). 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 : 21.04 vs. MSFRX (13.66). CLBFX return over 5 years is better than : 38.61 vs. MSFRX (15.49).
| 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 | 14.196 | 10.749 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 2.39 | 2.32 | 103% |
| Returns for 1 year | 21.04 | 13.66 | 154% |
| Returns for 3 years | 12.47 | -3.54 | -352% |
| Returns for 5 years | 38.61 | 15.49 | 249% |
| Returns for 10 years | 66.57 | 37.49 | 178% |
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