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CLBFX vs MSFKX
CLBFX vs MSFKX Comparison
Open Charts CLBFX vs MSFKX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
MFS Total Return R6
Price$20.16
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.69B
CLBFX vs MSFKX Comparison Chart in %
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CLBFX vs. MSFKX commentary
Sep 27, 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 Hold and MSFKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. MSFKX (7.69B). MSFKX pays higher dividends than CLBFX: MSFKX (2.59) vs CLBFX (1.94). 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 : 7.62 vs. MSFKX (0.39). CLBFX return over 5 years is better than : 46.68 vs. MSFKX (15.77).
| 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 | 12.614 | 8.646 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 7.69B | 3,406% |
| Annual Yield % from dividends | 1.94 | 2.59 | 75% |
| Returns for 1 year | 7.62 | 0.39 | 1,939% |
| Returns for 3 years | 51.90 | 23.03 | 225% |
| Returns for 5 years | 46.68 | 15.77 | 296% |
| Returns for 10 years | 98.38 | 48.78 | 202% |
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