Interact to see
Advertisement
Advertisement
CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
MFS Total Return R6
Price$20.16
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.69B
CLBCX vs MSFKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MSFKX commentary
Sep 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 Hold and MSFKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. MSFKX (7.69B). MSFKX pays higher dividends than CLBCX: MSFKX (2.59) vs CLBCX (1.11). 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 : 6.89 vs. MSFKX (0.39). CLBCX return over 5 years is better than : 40.41 vs. MSFKX (15.77).
| 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 | 12.100 | 8.646 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 7.69B | 3,406% |
| Annual Yield % from dividends | 1.11 | 2.59 | 43% |
| Returns for 1 year | 6.89 | 0.39 | 1,753% |
| Returns for 3 years | 48.11 | 23.03 | 209% |
| Returns for 5 years | 40.41 | 15.77 | 256% |
| Returns for 10 years | 80.86 | 48.78 | 166% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SVAYX | 28.67 | 0.29 | +1.02% |
| SEI Large Cap Value Y (SIMT) | |||
| PNECX | 11.24 | 0.10 | +0.90% |
| Virtus NFJ Dividend Value C | |||
| DISRX | 23.62 | 0.11 | +0.47% |
| BNY Mellon International Stock Fund I | |||
| FFAFX | 87.33 | 0.34 | +0.39% |
| American Funds Growth Fund of Amer 529F3 | |||
| FWOAX | 18.10 | N/A | N/A |
| Fidelity Advisor Women's Leadership A | |||