Interact to see
Advertisement
Advertisement
CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MFS Total Return R6
Price$19.94
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
CLBCX vs MSFKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MSFKX 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 MSFKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. MSFKX (7.73B). MSFKX pays higher dividends than CLBCX: MSFKX (2.63) vs CLBCX (1.12). CLBCX was incepted earlier than MSFKX: CLBCX (24 years) vs MSFKX (13 years). CLBCX (1.35) is less costly to investors than MSFKX (0.40). MSFKX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). MSFKX has a lower initial minimum investment than CLBCX: MSFKX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 7.14 vs. MSFKX (1.59). CLBCX return over 5 years is better than : 34.64 vs. MSFKX (12.50).
| CLBCX | MSFKX | CLBCX / MSFKX | |
| Total Expense Ratio | 1.35 | 0.40 | 338% |
| Annual Report Gross Expense Ratio | 1.35 | 0.40 | 338% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 9.208 | 7.218 | 128% |
| 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 | 2.63 | 43% |
| Returns for 1 year | 7.14 | 1.59 | 449% |
| Returns for 3 years | 27.58 | 8.37 | 329% |
| Returns for 5 years | 34.64 | 12.50 | 277% |
| Returns for 10 years | 65.77 | 38.36 | 171% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement