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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
MFS Total Return R1
Price$19.21
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets7.62B
CLBCX vs MSFFX Comparison Chart
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CLBCX vs. MSFFX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. MSFFX (7.62B). MSFFX pays higher dividends than CLBCX: MSFFX (1.63) vs CLBCX (1.18). 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 : 4.49 vs. MSFFX (-0.28). CLBCX return over 5 years is better than : 34.93 vs. MSFFX (8.17).
| CLBCX | MSFFX | CLBCX / MSFFX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 4.067 | 2.474 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.62B | 3,202% |
| Annual Yield % from dividends | 1.18 | 1.63 | 73% |
| Returns for 1 year | 4.49 | -0.28 | -1,599% |
| Returns for 3 years | 30.63 | 9.93 | 309% |
| Returns for 5 years | 34.93 | 8.17 | 427% |
| Returns for 10 years | 57.89 | 19.33 | 299% |
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