Interact to see
Advertisement
Advertisement
CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$38.31
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
MFS Total Return R1
Price$19.92
Change+$0.19 (+0.96%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MSFFX 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 CLBCX is a Hold and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. MSFFX (7.74B). MSFFX pays higher dividends than CLBCX: MSFFX (1.70) vs CLBCX (1.19). 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). CLBCX is a more actively managed with annual turnover of: 44.00 vs. MSFFX (41.00). 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 : 10.51 vs. MSFFX (4.51). CLBCX return over 5 years is better than : 32.27 vs. MSFFX (1.91).
| 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 | 2.375 | 2.854 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,489% |
| Annual Yield % from dividends | 1.19 | 1.70 | 70% |
| Returns for 1 year | 10.51 | 4.51 | 233% |
| Returns for 3 years | 33.67 | 8.25 | 408% |
| Returns for 5 years | 32.27 | 1.91 | 1,689% |
| Returns for 10 years | 86.26 | 35.71 | 242% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BFGUX | 59.29 | 1.12 | +1.93% |
| Baron Focused Growth R6 | |||
| RISAX | 29.48 | 0.27 | +0.92% |
| Manning & Napier Rainier Intl Discv S | |||
| WWSMX | 17.64 | 0.10 | +0.57% |
| Westwood Quality SMidCap Fund Ultra | |||
| PIGWX | 18.46 | 0.08 | +0.44% |
| Putnam International Value R6 | |||
| FNEEX | 74.80 | -1.20 | -1.58% |
| American Funds New Economy 529-F-2 | |||