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CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MFS Total Return A
Price$19.24
Change-$0.17 (-0.88%)
VolumeN/A
Net Assets7.55B
CLBFX vs MSFRX Comparison Chart
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CLBFX vs. MSFRX commentary
Jun 15, 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: 244B vs. MSFRX (7.55B). MSFRX pays higher dividends than CLBFX: MSFRX (2.35) vs CLBFX (2.07). 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 : 5.44 vs. MSFRX (0.46). CLBFX return over 5 years is better than : 41.30 vs. MSFRX (12.33).
| 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 | 4.519 | 2.784 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.55B | 3,230% |
| Annual Yield % from dividends | 2.07 | 2.35 | 88% |
| Returns for 1 year | 5.44 | 0.46 | 1,174% |
| Returns for 3 years | 34.29 | 12.44 | 276% |
| Returns for 5 years | 41.30 | 12.33 | 335% |
| Returns for 10 years | 73.68 | 28.70 | 257% |
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