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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
MFS Total Return R1
Price$19.34
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.68B
CLBCX vs MSFFX Comparison Chart in %
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CLBCX vs. MSFFX 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 CLBCX is a StrongBuy and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MSFFX (7.68B). MSFFX pays higher dividends than CLBCX: MSFFX (1.67) vs CLBCX (1.02). CLBCX was incepted earlier than MSFFX: CLBCX (24 years) vs MSFFX (21 years). MSFFX (1.47) is less costly to investors than CLBCX (1.35). MSFFX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). MSFFX has a lower initial minimum investment than CLBCX: MSFFX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 8.57 vs. MSFFX (3.38). CLBCX return over 5 years is better than : 31.60 vs. MSFFX (1.92).
| CLBCX | MSFFX | CLBCX / MSFFX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 10.024 | 3.947 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.02 | 1.67 | 61% |
| Returns for 1 year | 8.57 | 3.38 | 254% |
| Returns for 3 years | 34.81 | 9.83 | 354% |
| Returns for 5 years | 31.60 | 1.92 | 1,647% |
| Returns for 10 years | 72.29 | 27.31 | 265% |
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