Interact to see
Advertisement
Advertisement
CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return R1
Price$20.04
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.75B
CLBCX vs MSFFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. MSFFX commentary
Sep 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. MSFFX (7.75B). MSFFX pays higher dividends than CLBCX: MSFFX (1.60) vs CLBCX (1.11). CLBCX was incepted earlier than MSFFX: CLBCX (24 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 : 9.15 vs. MSFFX (-0.05). CLBCX return over 5 years is better than : 36.30 vs. MSFFX (7.24).
| 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 | 20 years | - |
| Gain YTD | 10.785 | 7.357 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.11 | 1.60 | 69% |
| Returns for 1 year | 9.15 | -0.05 | -18,305% |
| Returns for 3 years | 37.75 | 12.36 | 305% |
| Returns for 5 years | 36.30 | 7.24 | 502% |
| Returns for 10 years | 74.80 | 29.72 | 252% |
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 % |
| BLRCX | 11.92 | 0.13 | +1.10% |
| Brookfield Global Listed Real Estate C | |||
| CTHCX | 84.48 | 0.45 | +0.54% |
| Columbia Global Technology Growth C | |||
| JDSRX | 23.03 | -0.01 | -0.04% |
| Janus Henderson Small Cap Value R | |||
| JLGQX | 88.14 | -0.13 | -0.15% |
| JPMorgan Large Cap Growth R4 | |||
| GSRAX | 11.75 | -0.02 | -0.17% |
| Goldman Sachs Rising Dividend Gr A | |||