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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MFS Total Return A
Price$19.24
Change-$0.17 (-0.88%)
VolumeN/A
Net Assets7.55B
CLBCX vs MSFRX Comparison Chart
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CLBCX vs. MSFRX commentary
Jun 15, 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: 244B vs. MSFRX (7.55B). MSFRX pays higher dividends than CLBCX: MSFRX (2.35) vs CLBCX (1.18). 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 : 4.49 vs. MSFRX (0.46). CLBCX return over 5 years is better than : 34.93 vs. MSFRX (12.33).
| 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 | 4.067 | 2.784 | 146% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 1.18 | 2.35 | 50% |
| Returns for 1 year | 4.49 | 0.46 | 969% |
| Returns for 3 years | 30.63 | 12.44 | 246% |
| Returns for 5 years | 34.93 | 12.33 | 283% |
| Returns for 10 years | 57.89 | 28.70 | 202% |
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