CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MSFRX
Price
$19.84
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBFX vs MSFRX

Header iconCLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return A
Price$19.84
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBFX vs MSFRX Comparison Chart in %
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CLBFX vs. MSFRX 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 MSFRX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. MSFRX (7.74B). MSFRX pays higher dividends than CLBFX: MSFRX (2.31) vs CLBFX (1.99). CLBFX was incepted earlier than MSFRX: CLBFX (23 years) vs MSFRX (55 years). MSFRX (0.72) is less costly to investors than CLBFX (0.67). MSFRX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than MSFRX: CLBFX (250) vs MSFRX (1000). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. MSFRX (3.72). CLBFX return over 5 years is better than : 44.49 vs. MSFRX (7.76).
CLBFXMSFRXCLBFX / MSFRX
Total Expense Ratio0.670.7293%
Annual Report Gross Expense Ratio0.670.7293%
Fund Existence23 years55 years-
Gain YTD8.1696.206132%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.992.3186%
Returns for 1 year8.023.72216%
Returns for 3 years36.8013.45274%
Returns for 5 years44.497.76573%
Returns for 10 years81.1433.63241%
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