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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MFS Total Return A
Price$20.10
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
CLBCX vs MSFRX Comparison Chart in %
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CLBCX vs. MSFRX commentary
Sep 09, 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 MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. MSFRX (7.75B). MSFRX pays higher dividends than CLBCX: MSFRX (2.29) vs CLBCX (1.11). CLBCX was incepted earlier than MSFRX: CLBCX (24 years) vs MSFRX (55 years). CLBCX (1.35) is less costly to investors than MSFRX (0.72). MSFRX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than MSFRX: CLBCX (250) vs MSFRX (1000). CLBCX annual gain was more profitable for investors over the last year : 10.90 vs. MSFRX (1.49). CLBCX return over 5 years is better than : 37.22 vs. MSFRX (11.91).
| CLBCX | MSFRX | CLBCX / MSFRX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.72 | 188% |
| Fund Existence | 24 years | 55 years | - |
| Gain YTD | 11.223 | 8.034 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.11 | 2.29 | 48% |
| Returns for 1 year | 10.90 | 1.49 | 731% |
| Returns for 3 years | 35.13 | 12.44 | 282% |
| Returns for 5 years | 37.22 | 11.91 | 312% |
| Returns for 10 years | 76.01 | 40.64 | 187% |
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