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CLBCX vs MSFJX
CLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJX
American Funds American Balanced 529C
Price$39.66
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
MFS Total Return R4
Price$20.52
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets7.73B
CLBCX vs MSFJX Comparison Chart in %
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CLBCX vs. MSFJX commentary
Dec 14, 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 StrongBuy and MSFJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MSFJX (7.73B). MSFJX pays higher dividends than CLBCX: MSFJX (2.57) vs CLBCX (1.02). 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 : 9.79 vs. MSFJX (1.81). CLBCX return over 5 years is better than : 37.30 vs. MSFJX (8.41).
| 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 | 17.361 | 11.066 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.73B | 3,481% |
| Annual Yield % from dividends | 1.02 | 2.57 | 40% |
| Returns for 1 year | 9.79 | 1.81 | 542% |
| Returns for 3 years | 41.27 | 14.16 | 291% |
| Returns for 5 years | 37.30 | 8.41 | 443% |
| Returns for 10 years | 79.55 | 46.72 | 170% |
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