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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
MFS Total Return R6
Price$20.14
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets7.64B
CLBFX vs MSFKX Comparison Chart in %
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CLBFX vs. MSFKX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. MSFKX (7.64B). MSFKX pays higher dividends than CLBFX: MSFKX (2.62) vs CLBFX (1.89). 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 : 8.84 vs. MSFKX (-0.48). CLBFX return over 5 years is better than : 45.11 vs. MSFKX (11.75).
| 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 | 14.767 | 8.814 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 7.64B | 3,467% |
| Annual Yield % from dividends | 1.89 | 2.62 | 72% |
| Returns for 1 year | 8.84 | -0.48 | -1,845% |
| Returns for 3 years | 52.03 | 20.26 | 257% |
| Returns for 5 years | 45.11 | 11.75 | 384% |
| Returns for 10 years | 91.64 | 42.82 | 214% |
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