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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return A
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFRX Comparison Chart in %
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CLBCX vs. MSFRX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B 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 : 9.42 vs. MSFRX (2.67). CLBCX return over 5 years is better than : 36.20 vs. MSFRX (12.66).
| CLBCX | MSFRX | CLBCX / MSFRX | |
| Total Expense Ratio | 1.35 | 0.72 | 188% |
| Annual Report Gross Expense Ratio | 1.35 | 0.72 | 188% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | 8.536 | 6.741 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.13 | 2.31 | 49% |
| Returns for 1 year | 9.42 | 2.67 | 353% |
| Returns for 3 years | 32.73 | 12.40 | 264% |
| Returns for 5 years | 36.20 | 12.66 | 286% |
| Returns for 10 years | 64.69 | 33.79 | 191% |
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