Interact to see
Advertisement
Advertisement
CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return A
Price$20.14
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets7.68B
CLBCX vs MSFRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MSFRX commentary
Nov 14, 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: 269B vs. MSFRX (7.68B). MSFRX pays higher dividends than CLBCX: MSFRX (2.38) vs CLBCX (1.04). 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 : 9.13 vs. MSFRX (-0.41). CLBCX return over 5 years is better than : 37.82 vs. MSFRX (7.67).
| 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 | 15.461 | 9.396 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.04 | 2.38 | 44% |
| Returns for 1 year | 9.13 | -0.41 | -2,222% |
| Returns for 3 years | 41.00 | 13.28 | 309% |
| Returns for 5 years | 37.82 | 7.67 | 493% |
| Returns for 10 years | 76.85 | 40.41 | 190% |
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 % |
| IOGYX | 54.85 | 1.67 | +3.14% |
| Invesco Gold & Special Minerals R5 | |||
| GSVRX | 16.43 | 0.04 | +0.24% |
| Goldman Sachs Large Cap Value R | |||
| AMRFX | 62.95 | 0.14 | +0.22% |
| American Funds American Mutual F2 | |||
| GSEPX | 75.76 | 0.02 | +0.03% |
| Goldman Sachs US Equity Insights P | |||
| CGREX | 9.33 | -0.05 | -0.53% |
| Invesco Global Real Estate C | |||