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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
MFS Total Return R1
Price$20.10
Change-$0.13 (-0.64%)
VolumeN/A
Net Assets7.68B
CLBCX vs MSFFX Comparison Chart in %
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CLBCX vs. MSFFX commentary
Nov 14, 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: 269B vs. MSFFX (7.68B). MSFFX pays higher dividends than CLBCX: MSFFX (1.68) vs CLBCX (1.04). 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 : 7.92 vs. MSFFX (-1.88). CLBCX return over 5 years is better than : 36.11 vs. MSFFX (3.02).
| 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 | 14.029 | 8.032 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.68B | 3,501% |
| Annual Yield % from dividends | 1.04 | 1.68 | 62% |
| Returns for 1 year | 7.92 | -1.88 | -420% |
| Returns for 3 years | 40.07 | 10.62 | 377% |
| Returns for 5 years | 36.11 | 3.02 | 1,197% |
| Returns for 10 years | 73.04 | 28.16 | 259% |
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