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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
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.
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).
| 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 | 8.169 | 6.433 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.74B | 3,254% |
| Annual Yield % from dividends | 1.99 | 2.62 | 76% |
| Returns for 1 year | 8.02 | 4.05 | 198% |
| Returns for 3 years | 36.80 | 14.62 | 252% |
| Returns for 5 years | 44.49 | 16.86 | 264% |
| Returns for 10 years | 81.14 | 38.07 | 213% |
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