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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
MFS Total Return R6
Price$20.14
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets7.68B
CLBFX vs MSFKX Comparison Chart in %
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CLBFX vs. MSFKX commentary
Nov 14, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MSFKX (7.68B). MSFKX pays higher dividends than CLBFX: MSFKX (2.68) vs CLBFX (1.86). 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 : 10.11 vs. MSFKX (-0.09). CLBFX return over 5 years is better than : 44.32 vs. MSFKX (9.44).
| 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 | 13 years | - |
| Gain YTD | 16.391 | 9.748 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.86 | 2.68 | 69% |
| Returns for 1 year | 10.11 | -0.09 | -11,429% |
| Returns for 3 years | 44.93 | 14.38 | 312% |
| Returns for 5 years | 44.32 | 9.44 | 470% |
| Returns for 10 years | 94.43 | 44.98 | 210% |
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