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CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
MFS Total Return R4
Price$20.17
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
CLBFX vs MSFJX Comparison Chart in %
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CLBFX vs. MSFJX 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 CLBFX is a Buy and MSFJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MSFJX (7.68B). MSFJX pays higher dividends than CLBFX: MSFJX (2.61) vs CLBFX (1.86). CLBFX was incepted earlier than MSFJX: CLBFX (23 years) vs MSFJX (21 years). CLBFX (0.67) is less costly to investors than MSFJX (0.47). MSFJX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). MSFJX has a lower initial minimum investment than CLBFX: MSFJX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. MSFJX (-0.16). CLBFX return over 5 years is better than : 44.32 vs. MSFJX (9.06).
| CLBFX | MSFJX | CLBFX / MSFJX | |
| Total Expense Ratio | 0.67 | 0.47 | 143% |
| Annual Report Gross Expense Ratio | 0.67 | 0.47 | 143% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 16.391 | 9.661 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.86 | 2.61 | 71% |
| Returns for 1 year | 10.11 | -0.16 | -6,274% |
| Returns for 3 years | 44.93 | 14.16 | 317% |
| Returns for 5 years | 44.32 | 9.06 | 489% |
| Returns for 10 years | 94.43 | 43.99 | 215% |
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