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CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
MFS Total Return A
Price$20.10
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.75B
CLBFX vs MSFRX Comparison Chart in %
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CLBFX vs. MSFRX commentary
Sep 09, 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: 259B vs. MSFRX (7.75B). MSFRX pays higher dividends than CLBFX: MSFRX (2.29) vs CLBFX (1.94). 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 : 11.92 vs. MSFRX (1.49). CLBFX return over 5 years is better than : 43.66 vs. MSFRX (11.91).
| 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 | 11.937 | 8.034 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.94 | 2.29 | 85% |
| Returns for 1 year | 11.92 | 1.49 | 799% |
| Returns for 3 years | 38.90 | 12.44 | 313% |
| Returns for 5 years | 43.66 | 11.91 | 367% |
| Returns for 10 years | 93.51 | 40.64 | 230% |
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