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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
MFS Total Return R6
Price$19.76
Change-$0.43 (-2.13%)
VolumeN/A
Net Assets7.74B
CLBFX vs MSFKX Comparison Chart in %
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CLBFX vs. MSFKX 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 MSFKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. MSFKX (7.74B). MSFKX pays higher dividends than CLBFX: MSFKX (2.69) vs CLBFX (2.03). 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). CLBFX is a more actively managed with annual turnover of: 44.00 vs. MSFKX (41.00). 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 : 11.50 vs. MSFKX (5.59). CLBFX return over 5 years is better than : 38.44 vs. MSFKX (7.47).
| 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 | 2.464 | 2.937 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 2.03 | 2.69 | 76% |
| Returns for 1 year | 11.50 | 5.59 | 206% |
| Returns for 3 years | 37.33 | 11.75 | 318% |
| Returns for 5 years | 38.44 | 7.47 | 515% |
| Returns for 10 years | 104.71 | 51.13 | 205% |
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