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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$39.24
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
MFS Total Return R1
Price$20.22
Change+$0.12 (+0.60%)
VolumeN/A
Net Assets7.67B
CLBCX vs MSFFX Comparison Chart in %
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CLBCX vs. MSFFX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. MSFFX (7.67B). MSFFX pays higher dividends than CLBCX: MSFFX (1.63) vs CLBCX (1.06). 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 : 8.56 vs. MSFFX (-1.10). CLBCX return over 5 years is better than : 40.91 vs. MSFFX (7.42).
| 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 | 14.701 | 8.494 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.67B | 3,468% |
| Annual Yield % from dividends | 1.06 | 1.63 | 65% |
| Returns for 1 year | 8.56 | -1.10 | -780% |
| Returns for 3 years | 48.29 | 17.30 | 279% |
| Returns for 5 years | 40.91 | 7.42 | 551% |
| Returns for 10 years | 72.45 | 27.56 | 263% |
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