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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
MFS Total Return R1
Price$19.81
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFFX Comparison Chart in %
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CLBCX vs. MSFFX commentary
Jul 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: 252B 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 : 7.04 vs. MSFFX (2.95). CLBCX return over 5 years is better than : 37.95 vs. MSFFX (10.73).
| 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 | 7.660 | 5.825 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 7.74B | 3,254% |
| Annual Yield % from dividends | 1.13 | 1.60 | 71% |
| Returns for 1 year | 7.04 | 2.95 | 239% |
| Returns for 3 years | 33.08 | 10.93 | 303% |
| Returns for 5 years | 37.95 | 10.73 | 354% |
| Returns for 10 years | 64.69 | 23.85 | 271% |
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