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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
MFS Total Return R1
Price$19.90
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFFX Comparison Chart in %
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CLBCX vs. MSFFX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. MSFFX (7.74B). MSFFX pays higher dividends than CLBCX: MSFFX (1.60) vs CLBCX (1.13). 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 : 9.42 vs. MSFFX (1.86). CLBCX return over 5 years is better than : 36.20 vs. MSFFX (8.50).
| 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 | 8.536 | 6.306 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.74B | 3,282% |
| Annual Yield % from dividends | 1.13 | 1.60 | 71% |
| Returns for 1 year | 9.42 | 1.86 | 507% |
| Returns for 3 years | 32.73 | 9.85 | 332% |
| Returns for 5 years | 36.20 | 8.50 | 426% |
| Returns for 10 years | 64.69 | 24.08 | 269% |