CLBFX
Price
$37.07
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
MSFKX
Price
$19.94
Change
+$0.03 (+0.15%)
Updated
Jul 25 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$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return R6
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBFX vs MSFKX Comparison Chart in %
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CLBFX vs. MSFKX commentary
Jul 28, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B 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 : 10.40 vs. MSFKX (2.95). CLBFX return over 5 years is better than : 42.59 vs. MSFKX (14.51).
CLBFXMSFKXCLBFX / MSFKX
Total Expense Ratio0.670.40168%
Annual Report Gross Expense Ratio0.670.40168%
Fund Existence23 years13 years-
Gain YTD9.1116.970131%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B7.74B3,282%
Annual Yield % from dividends1.992.6276%
Returns for 1 year10.402.95352%
Returns for 3 years36.4213.44271%
Returns for 5 years42.5914.51293%
Returns for 10 years81.1038.23212%
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