CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MSFJX
Price
$19.88
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBFX vs MSFJX

Header iconCLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return R4
Price$19.88
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBFX vs MSFJX Comparison Chart in %
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CLBFX vs. MSFJX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. MSFJX (7.74B). MSFJX pays higher dividends than CLBFX: MSFJX (2.54) vs CLBFX (1.99). CLBFX was incepted earlier than MSFJX: CLBFX (23 years) vs MSFJX (20 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 : 8.02 vs. MSFJX (4.02). CLBFX return over 5 years is better than : 44.49 vs. MSFJX (16.51).
CLBFXMSFJXCLBFX / MSFJX
Total Expense Ratio0.670.47143%
Annual Report Gross Expense Ratio0.670.47143%
Fund Existence23 years20 years-
Gain YTD8.1696.380128%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.992.5478%
Returns for 1 year8.024.02200%
Returns for 3 years36.8014.39256%
Returns for 5 years44.4916.51270%
Returns for 10 years81.1437.05219%
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