CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MSFKX
Price
$19.84
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBFX vs MSFKX

Header iconCLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return R6
Price$19.84
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBFX vs MSFKX Comparison Chart in %
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CLBFX vs. MSFKX 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 MSFKX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. MSFKX (7.74B). MSFKX pays higher dividends than CLBFX: MSFKX (2.62) vs CLBFX (1.99). CLBFX was incepted earlier than MSFKX: CLBFX (23 years) vs MSFKX (13 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 : 8.02 vs. MSFKX (4.05). CLBFX return over 5 years is better than : 44.49 vs. MSFKX (16.86).
CLBFXMSFKXCLBFX / MSFKX
Total Expense Ratio0.670.40168%
Annual Report Gross Expense Ratio0.670.40168%
Fund Existence23 years13 years-
Gain YTD8.1696.433127%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.992.6276%
Returns for 1 year8.024.05198%
Returns for 3 years36.8014.62252%
Returns for 5 years44.4916.86264%
Returns for 10 years81.1438.07213%
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