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CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
MFS Total Return A
Price$20.14
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets7.68B
CLBFX vs MSFRX Comparison Chart in %
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CLBFX vs. MSFRX commentary
Nov 14, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MSFRX (7.68B). MSFRX pays higher dividends than CLBFX: MSFRX (2.38) vs CLBFX (1.86). 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 : 10.11 vs. MSFRX (-0.41). CLBFX return over 5 years is better than : 44.32 vs. MSFRX (7.67).
| CLBFX | MSFRX | CLBFX / MSFRX | |
| Total Expense Ratio | 0.67 | 0.72 | 93% |
| Annual Report Gross Expense Ratio | 0.67 | 0.72 | 93% |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | 16.391 | 9.396 | 174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.86 | 2.38 | 78% |
| Returns for 1 year | 10.11 | -0.41 | -2,460% |
| Returns for 3 years | 44.93 | 13.28 | 338% |
| Returns for 5 years | 44.32 | 7.67 | 578% |
| Returns for 10 years | 94.43 | 40.41 | 234% |
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