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CLBCX vs MSFKX
CLBCX vs MSFKX Comparison
Open Charts CLBCX vs MSFKX
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
MFS Total Return R6
Price$19.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.68B
CLBCX vs MSFKX Comparison Chart in %
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CLBCX vs. MSFKX commentary
Dec 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 StrongBuy and MSFKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MSFKX (7.68B). MSFKX pays higher dividends than CLBCX: MSFKX (2.64) vs CLBCX (1.02). 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). 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 : 8.57 vs. MSFKX (4.45). CLBCX return over 5 years is better than : 31.60 vs. MSFKX (7.50).
| 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 | 14 years | - |
| Gain YTD | 10.024 | 5.036 | 199% |
| 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 | 1.02 | 2.64 | 39% |
| Returns for 1 year | 8.57 | 4.45 | 193% |
| Returns for 3 years | 34.81 | 13.44 | 259% |
| Returns for 5 years | 31.60 | 7.50 | 421% |
| Returns for 10 years | 72.29 | 41.75 | 173% |
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