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CLBCX vs MSFJX
CLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJX
American Funds American Balanced 529C
Price$38.33
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
MFS Total Return R4
Price$19.75
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets7.72B
CLBCX vs MSFJX Comparison Chart in %
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CLBCX vs. MSFJX commentary
Jan 16, 2026
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 CLBCX is a Hold and MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. MSFJX (7.72B). MSFJX pays higher dividends than CLBCX: MSFJX (2.67) vs CLBCX (1.21). CLBCX was incepted earlier than MSFJX: CLBCX (24 years) vs MSFJX (21 years). CLBCX (1.35) is less costly to investors than MSFJX (0.47). MSFJX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). MSFJX has a lower initial minimum investment than CLBCX: MSFJX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 13.39 vs. MSFJX (7.41). CLBCX return over 5 years is better than : 33.30 vs. MSFJX (6.73).
| CLBCX | MSFJX | CLBCX / MSFJX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 2.295 | 2.438 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.72B | 3,496% |
| Annual Yield % from dividends | 1.21 | 2.67 | 45% |
| Returns for 1 year | 13.39 | 7.41 | 181% |
| Returns for 3 years | 34.64 | 11.31 | 306% |
| Returns for 5 years | 33.30 | 6.73 | 495% |
| Returns for 10 years | 87.18 | 50.70 | 172% |
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