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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MFS Total Return R6
Price$19.94
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.73B
CLBFX vs MSFKX Comparison Chart in %
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CLBFX vs. MSFKX commentary
Aug 18, 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: 256B vs. MSFKX (7.73B). MSFKX pays higher dividends than CLBFX: MSFKX (2.63) vs CLBFX (1.97). 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 : 8.11 vs. MSFKX (1.59). CLBFX return over 5 years is better than : 40.98 vs. MSFKX (12.50).
| 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 | 9.847 | 7.218 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.73B | 3,313% |
| Annual Yield % from dividends | 1.97 | 2.63 | 75% |
| Returns for 1 year | 8.11 | 1.59 | 510% |
| Returns for 3 years | 31.15 | 8.37 | 372% |
| Returns for 5 years | 40.98 | 12.50 | 328% |
| Returns for 10 years | 82.32 | 38.36 | 215% |
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