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CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
MFS Total Return R4
Price$20.17
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.67B
CLBFX vs MSFJX Comparison Chart in %
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CLBFX vs. MSFJX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. MSFJX (7.67B). MSFJX pays higher dividends than CLBFX: MSFJX (2.54) vs CLBFX (1.89). 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 : 8.84 vs. MSFJX (-0.55). CLBFX return over 5 years is better than : 45.11 vs. MSFJX (11.36).
| 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 | 14.767 | 8.683 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.89 | 2.54 | 74% |
| Returns for 1 year | 8.84 | -0.55 | -1,602% |
| Returns for 3 years | 52.03 | 20.02 | 260% |
| Returns for 5 years | 45.11 | 11.36 | 397% |
| Returns for 10 years | 91.64 | 41.70 | 220% |
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