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CLBCX vs MSFJX
CLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
MFS Total Return R4
Price$20.17
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.67B
CLBCX vs MSFJX Comparison Chart in %
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CLBCX vs. MSFJX commentary
Oct 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 CLBCX is a Buy and MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. MSFJX (7.67B). MSFJX pays higher dividends than CLBCX: MSFJX (2.54) vs CLBCX (1.06). 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 : 7.87 vs. MSFJX (-0.55). CLBCX return over 5 years is better than : 38.56 vs. MSFJX (11.36).
| 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 | 13.912 | 8.683 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.06 | 2.54 | 41% |
| Returns for 1 year | 7.87 | -0.55 | -1,427% |
| Returns for 3 years | 47.86 | 20.02 | 239% |
| Returns for 5 years | 38.56 | 11.36 | 339% |
| Returns for 10 years | 74.34 | 41.70 | 178% |
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