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CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$34.26
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
MFS Total Return A
Price$18.95
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets7.51B
CLBFX vs MSFRX Comparison Chart
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CLBFX vs. MSFRX commentary
May 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: 234B vs. MSFRX (7.51B). MSFRX pays higher dividends than CLBFX: MSFRX (2.37) vs CLBFX (2.15). 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 : 4.89 vs. MSFRX (-0.98). CLBFX return over 5 years is better than : 39.69 vs. MSFRX (13.84).
| 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 | 0.495 | 0.706 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 7.51B | 3,117% |
| Annual Yield % from dividends | 2.15 | 2.37 | 91% |
| Returns for 1 year | 4.89 | -0.98 | -501% |
| Returns for 3 years | 23.73 | 5.68 | 418% |
| Returns for 5 years | 39.69 | 13.84 | 287% |
| Returns for 10 years | 65.92 | 26.02 | 253% |
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