CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MSFFX
Price
$19.81
Change
+$0.04 (+0.20%)
Updated
Jul 3 closing price
Net Assets
7.74B
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CLBCX vs MSFFX

Header iconCLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return R1
Price$19.81
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFFX Comparison Chart in %
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CLBCX vs. MSFFX commentary
Jul 08, 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 Buy and MSFFX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. MSFFX (7.74B). MSFFX pays higher dividends than CLBCX: MSFFX (1.60) vs CLBCX (1.13). CLBCX was incepted earlier than MSFFX: CLBCX (23 years) vs MSFFX (20 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 : 7.04 vs. MSFFX (2.95). CLBCX return over 5 years is better than : 37.95 vs. MSFFX (10.73).
CLBCXMSFFXCLBCX / MSFFX
Total Expense Ratio1.351.4792%
Annual Report Gross Expense Ratio1.351.4792%
Fund Existence23 years20 years-
Gain YTD7.6605.825131%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B7.74B3,254%
Annual Yield % from dividends1.131.6071%
Returns for 1 year7.042.95239%
Returns for 3 years33.0810.93303%
Returns for 5 years37.9510.73354%
Returns for 10 years64.6923.85271%
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