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CLBCX vs MSFJX
CLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MFS Total Return R4
Price$19.97
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
CLBCX vs MSFJX Comparison Chart in %
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CLBCX vs. MSFJX commentary
Aug 18, 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 CLBCX is a Buy and MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. MSFJX (7.73B). MSFJX pays higher dividends than CLBCX: MSFJX (2.56) vs CLBCX (1.12). CLBCX was incepted earlier than MSFJX: CLBCX (24 years) vs MSFJX (20 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 : 7.14 vs. MSFJX (1.51). CLBCX return over 5 years is better than : 34.64 vs. MSFJX (12.11).
| 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 | 20 years | - |
| Gain YTD | 9.208 | 7.102 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.12 | 2.56 | 44% |
| Returns for 1 year | 7.14 | 1.51 | 472% |
| Returns for 3 years | 27.58 | 8.17 | 338% |
| Returns for 5 years | 34.64 | 12.11 | 286% |
| Returns for 10 years | 65.77 | 37.27 | 176% |
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