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CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
MFS Total Return A
Price$19.96
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.55B
CLBFX vs MSFRX Comparison Chart in %
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CLBFX vs. MSFRX commentary
Nov 19, 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: 264B vs. MSFRX (7.55B). MSFRX pays higher dividends than CLBFX: MSFRX (2.38) vs CLBFX (1.86). 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 : 8.95 vs. MSFRX (-1.89). CLBFX return over 5 years is better than : 40.97 vs. MSFRX (5.61).
| 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 | 13.881 | 7.560 | 184% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 7.55B | 3,498% |
| Annual Yield % from dividends | 1.86 | 2.38 | 78% |
| Returns for 1 year | 8.95 | -1.89 | -473% |
| Returns for 3 years | 42.00 | 11.09 | 379% |
| Returns for 5 years | 40.97 | 5.61 | 730% |
| Returns for 10 years | 86.36 | 35.54 | 243% |
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