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CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
MFS Total Return R4
Price$19.75
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets7.72B
CLBFX vs MSFJX Comparison Chart in %
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CLBFX vs. MSFJX commentary
Jan 16, 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 CLBFX is a Hold and MSFJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. MSFJX (7.72B). MSFJX pays higher dividends than CLBFX: MSFJX (2.67) vs CLBFX (2.08). 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 : 14.42 vs. MSFJX (7.41). CLBFX return over 5 years is better than : 39.53 vs. MSFJX (6.73).
| 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 | 2.357 | 2.438 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.72B | 3,496% |
| Annual Yield % from dividends | 2.08 | 2.67 | 78% |
| Returns for 1 year | 14.42 | 7.41 | 195% |
| Returns for 3 years | 38.39 | 11.31 | 339% |
| Returns for 5 years | 39.53 | 6.73 | 588% |
| Returns for 10 years | 105.76 | 50.70 | 209% |
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