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CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$38.21
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
MFS Total Return R4
Price$19.99
Change+$0.19 (+0.96%)
VolumeN/A
Net Assets7.74B
CLBFX vs MSFJX Comparison Chart in %
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CLBFX vs. MSFJX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. MSFJX (7.74B). MSFJX pays higher dividends than CLBFX: MSFJX (2.62) vs CLBFX (2.03). 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). CLBFX is a more actively managed with annual turnover of: 44.00 vs. MSFJX (41.00). 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 : 10.85 vs. MSFJX (6.30). CLBFX return over 5 years is better than : 38.12 vs. MSFJX (8.08).
| 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 | 2.330 | 3.912 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,489% |
| Annual Yield % from dividends | 2.03 | 2.62 | 78% |
| Returns for 1 year | 10.85 | 6.30 | 172% |
| Returns for 3 years | 37.15 | 12.61 | 295% |
| Returns for 5 years | 38.12 | 8.08 | 472% |
| Returns for 10 years | 104.44 | 51.55 | 203% |
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