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CLBCX vs MSFJX
CLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return R4
Price$20.17
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
CLBCX vs MSFJX Comparison Chart in %
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CLBCX vs. MSFJX commentary
Nov 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 Buy and MSFJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MSFJX (7.68B). MSFJX pays higher dividends than CLBCX: MSFJX (2.61) vs CLBCX (1.04). 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 : 7.92 vs. MSFJX (-0.16). CLBCX return over 5 years is better than : 36.11 vs. MSFJX (9.06).
| 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 | 14.029 | 9.661 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.04 | 2.61 | 40% |
| Returns for 1 year | 7.92 | -0.16 | -4,920% |
| Returns for 3 years | 40.07 | 14.16 | 283% |
| Returns for 5 years | 36.11 | 9.06 | 399% |
| Returns for 10 years | 73.04 | 43.99 | 166% |
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