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CLBFX vs MSFJX
CLBFX vs MSFJX Comparison
Open Charts CLBFX vs MSFJX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MFS Total Return R4
Price$20.13
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
CLBFX vs MSFJX Comparison Chart in %
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CLBFX vs. MSFJX commentary
Sep 09, 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: 259B vs. MSFJX (7.75B). MSFJX pays higher dividends than CLBFX: MSFJX (2.51) vs CLBFX (1.94). 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 : 11.92 vs. MSFJX (1.74). CLBFX return over 5 years is better than : 43.66 vs. MSFJX (13.35).
| 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 | 20 years | - |
| Gain YTD | 11.937 | 8.198 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.94 | 2.51 | 77% |
| Returns for 1 year | 11.92 | 1.74 | 684% |
| Returns for 3 years | 38.90 | 13.26 | 293% |
| Returns for 5 years | 43.66 | 13.35 | 327% |
| Returns for 10 years | 93.51 | 44.15 | 212% |
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