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CLBFX vs MSFRX
CLBFX vs MSFRX Comparison
Open Charts CLBFX vs MSFRX
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
MFS Total Return A
Price$19.38
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.68B
CLBFX vs MSFRX Comparison Chart in %
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CLBFX vs. MSFRX commentary
Dec 26, 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 StrongBuy and MSFRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MSFRX (7.68B). MSFRX pays higher dividends than CLBFX: MSFRX (2.34) vs CLBFX (1.83). 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 : 9.28 vs. MSFRX (4.14). CLBFX return over 5 years is better than : 37.42 vs. MSFRX (5.79).
| 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 | 10.722 | 4.644 | 231% |
| 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 | 1.83 | 2.34 | 78% |
| Returns for 1 year | 9.28 | 4.14 | 224% |
| Returns for 3 years | 38.20 | 12.31 | 310% |
| Returns for 5 years | 37.42 | 5.79 | 647% |
| Returns for 10 years | 88.92 | 37.26 | 239% |
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