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CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
MFS Total Return A
Price$19.76
Change-$0.43 (-2.13%)
VolumeN/A
Net Assets7.74B
CLBFX vs MSFRX Comparison Chart in %
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CLBFX vs. MSFRX commentary
Feb 05, 2026
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 MSFRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. MSFRX (7.74B). MSFRX pays higher dividends than CLBFX: MSFRX (2.39) vs CLBFX (2.03). 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). CLBFX is a more actively managed with annual turnover of: 44.00 vs. MSFRX (41.00). 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 : 11.50 vs. MSFRX (5.22). CLBFX return over 5 years is better than : 38.44 vs. MSFRX (5.76).
| 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 | 2.464 | 2.910 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,490% |
| Annual Yield % from dividends | 2.03 | 2.39 | 85% |
| Returns for 1 year | 11.50 | 5.22 | 220% |
| Returns for 3 years | 37.33 | 10.70 | 349% |
| Returns for 5 years | 38.44 | 5.76 | 667% |
| Returns for 10 years | 104.71 | 46.32 | 226% |
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