CLBCX
Price
$37.16
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
MSFJX
Price
$19.98
Change
+$0.03 (+0.15%)
Updated
Jul 25 closing price
Net Assets
7.74B
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CLBCX vs MSFJX

Header iconCLBCX vs MSFJX Comparison
Open Charts CLBCX vs MSFJXBanner chart's image
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return R4
Price$19.98
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFJX Comparison Chart in %
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CLBCX vs. MSFJX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. MSFJX (7.74B). MSFJX pays higher dividends than CLBCX: MSFJX (2.54) vs CLBCX (1.13). CLBCX was incepted earlier than MSFJX: CLBCX (23 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 : 9.42 vs. MSFJX (2.92). CLBCX return over 5 years is better than : 36.20 vs. MSFJX (14.17).
CLBCXMSFJXCLBCX / MSFJX
Total Expense Ratio1.350.47287%
Annual Report Gross Expense Ratio1.350.47287%
Fund Existence23 years20 years-
Gain YTD8.5366.915123%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B7.74B3,282%
Annual Yield % from dividends1.132.5445%
Returns for 1 year9.422.92323%
Returns for 3 years32.7313.28246%
Returns for 5 years36.2014.17256%
Returns for 10 years64.6937.29173%
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