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CLBCX vs MSFRX
CLBCX vs MSFRX Comparison
Open Charts CLBCX vs MSFRX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
MFS Total Return A
Price$19.76
Change-$0.43 (-2.13%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFRX Comparison Chart in %
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CLBCX vs. MSFRX commentary
Feb 04, 2026
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 Hold and MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. MSFRX (7.74B). MSFRX pays higher dividends than CLBCX: MSFRX (2.39) vs CLBCX (1.19). 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). CLBCX is a more actively managed with annual turnover of: 44.00 vs. MSFRX (41.00). 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 : 10.51 vs. MSFRX (5.22). CLBCX return over 5 years is better than : 32.27 vs. MSFRX (5.76).
| 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 | 2.375 | 2.910 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 1.19 | 2.39 | 50% |
| Returns for 1 year | 10.51 | 5.22 | 201% |
| Returns for 3 years | 33.67 | 10.70 | 315% |
| Returns for 5 years | 32.27 | 5.76 | 560% |
| Returns for 10 years | 86.26 | 46.32 | 186% |
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