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CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return R6
Price$20.14
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets7.68B
CLBCX vs MSFKX Comparison Chart in %
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CLBCX vs. MSFKX 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 MSFKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MSFKX (7.68B). MSFKX pays higher dividends than CLBCX: MSFKX (2.68) vs CLBCX (1.04). 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 : 7.92 vs. MSFKX (-0.09). CLBCX return over 5 years is better than : 36.11 vs. MSFKX (9.44).
| 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 | 14.029 | 9.748 | 144% |
| 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 | 2.68 | 39% |
| Returns for 1 year | 7.92 | -0.09 | -8,961% |
| Returns for 3 years | 40.07 | 14.38 | 279% |
| Returns for 5 years | 36.11 | 9.44 | 383% |
| Returns for 10 years | 73.04 | 44.98 | 162% |
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