Interact to see
Advertisement
Advertisement
CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MFS Total Return A
Price$19.93
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets7.73B
CLBCX vs MSFRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MSFRX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. MSFRX (7.73B). MSFRX pays higher dividends than CLBCX: MSFRX (2.33) vs CLBCX (1.12). 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 : 7.14 vs. MSFRX (1.21). CLBCX return over 5 years is better than : 34.64 vs. MSFRX (10.68).
| 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 | 9.208 | 6.905 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.12 | 2.33 | 48% |
| Returns for 1 year | 7.14 | 1.21 | 588% |
| Returns for 3 years | 27.58 | 7.32 | 377% |
| Returns for 5 years | 34.64 | 10.68 | 324% |
| Returns for 10 years | 65.77 | 33.85 | 194% |
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 % |
| AAASX | 12.17 | 0.01 | +0.08% |
| DWS RREEF Real Assets S | |||
| RWIEX | 72.57 | 0.05 | +0.07% |
| American Funds Capital World Gr&Inc R4 | |||
| CPEAX | 24.41 | -0.07 | -0.29% |
| Catalyst Dynamic Alpha A | |||
| GSRLX | 12.84 | -0.07 | -0.54% |
| Goldman Sachs Rising Dividend Gr Instl | |||
| JSCVX | 22.93 | -0.21 | -0.91% |
| Janus Henderson Small Cap Value T | |||