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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
MFS Total Return A
Price$19.38
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.68B
CLBCX vs MSFRX Comparison Chart in %
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CLBCX vs. MSFRX commentary
Dec 26, 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 StrongBuy and MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MSFRX (7.68B). MSFRX pays higher dividends than CLBCX: MSFRX (2.34) vs CLBCX (1.02). 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 : 8.57 vs. MSFRX (4.14). CLBCX return over 5 years is better than : 31.60 vs. MSFRX (5.79).
| 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 | 10.024 | 4.644 | 216% |
| 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 | 1.02 | 2.34 | 44% |
| Returns for 1 year | 8.57 | 4.14 | 207% |
| Returns for 3 years | 34.81 | 12.31 | 283% |
| Returns for 5 years | 31.60 | 5.79 | 546% |
| Returns for 10 years | 72.29 | 37.26 | 194% |
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