CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MSFRX
Price
$19.84
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBCX vs MSFRX

Header iconCLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return A
Price$19.84
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFRX Comparison Chart in %
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CLBCX vs. MSFRX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. MSFRX (7.74B). MSFRX pays higher dividends than CLBCX: MSFRX (2.31) vs CLBCX (1.13). CLBCX was incepted earlier than MSFRX: CLBCX (23 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 : 7.04 vs. MSFRX (3.72). CLBCX return over 5 years is better than : 37.95 vs. MSFRX (7.76).
CLBCXMSFRXCLBCX / MSFRX
Total Expense Ratio1.350.72188%
Annual Report Gross Expense Ratio1.350.72188%
Fund Existence23 years55 years-
Gain YTD7.6606.206123%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.132.3149%
Returns for 1 year7.043.72190%
Returns for 3 years33.0813.45246%
Returns for 5 years37.957.76489%
Returns for 10 years64.6933.63192%
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