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CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
MFS Total Return R6
Price$19.76
Change-$0.43 (-2.13%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFKX Comparison Chart in %
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CLBCX vs. MSFKX commentary
Feb 05, 2026
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 Hold and MSFKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. MSFKX (7.74B). MSFKX pays higher dividends than CLBCX: MSFKX (2.69) vs CLBCX (1.19). CLBCX was incepted earlier than MSFKX: CLBCX (24 years) vs MSFKX (14 years). CLBCX (1.35) is less costly to investors than MSFKX (0.40). CLBCX is a more actively managed with annual turnover of: 44.00 vs. MSFKX (41.00). 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 : 10.51 vs. MSFKX (5.59). CLBCX return over 5 years is better than : 32.27 vs. MSFKX (7.47).
| 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 | 14 years | - |
| Gain YTD | 2.375 | 2.937 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 1.19 | 2.69 | 44% |
| Returns for 1 year | 10.51 | 5.59 | 188% |
| Returns for 3 years | 33.67 | 11.75 | 286% |
| Returns for 5 years | 32.27 | 7.47 | 432% |
| Returns for 10 years | 86.26 | 51.13 | 169% |
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