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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
MFS Total Return R6
Price$20.29
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets7.66B
CLBFX vs MSFKX Comparison Chart in %
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CLBFX vs. MSFKX commentary
Dec 04, 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 StrongBuy and MSFKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MSFKX (7.66B). MSFKX pays higher dividends than CLBFX: MSFKX (2.64) vs CLBFX (1.83). CLBFX was incepted earlier than MSFKX: CLBFX (23 years) vs MSFKX (14 years). CLBFX (0.67) is less costly to investors than MSFKX (0.40). MSFKX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). MSFKX has a lower initial minimum investment than CLBFX: MSFKX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 9.42 vs. MSFKX (-1.71). CLBFX return over 5 years is better than : 42.06 vs. MSFKX (7.08).
| CLBFX | MSFKX | CLBFX / MSFKX | |
| Total Expense Ratio | 0.67 | 0.40 | 168% |
| Annual Report Gross Expense Ratio | 0.67 | 0.40 | 168% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 16.745 | 9.261 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.66B | 3,511% |
| Annual Yield % from dividends | 1.83 | 2.64 | 69% |
| Returns for 1 year | 9.42 | -1.71 | -550% |
| Returns for 3 years | 41.56 | 10.90 | 381% |
| Returns for 5 years | 42.06 | 7.08 | 594% |
| Returns for 10 years | 90.52 | 41.75 | 217% |