Interact to see
Advertisement
Advertisement
CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return A
Price$20.07
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.75B
CLBFX vs MSFRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. MSFRX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. MSFRX (7.75B). MSFRX pays higher dividends than CLBFX: MSFRX (2.29) vs CLBFX (1.94). 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 : 10.11 vs. MSFRX (0.70). CLBFX return over 5 years is better than : 42.70 vs. MSFRX (11.35).
| 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 | 11.495 | 7.873 | 146% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.94 | 2.29 | 85% |
| Returns for 1 year | 10.11 | 0.70 | 1,453% |
| Returns for 3 years | 41.65 | 14.90 | 279% |
| Returns for 5 years | 42.70 | 11.35 | 376% |
| Returns for 10 years | 92.18 | 39.95 | 231% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement