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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
MFS Total Return R1
Price$19.34
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.68B
CLBFX vs MSFFX Comparison Chart in %
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CLBFX vs. MSFFX commentary
Dec 26, 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 CLBFX is a StrongBuy and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MSFFX (7.68B). CLBFX pays higher dividends than MSFFX: CLBFX (1.83) vs MSFFX (1.67). CLBFX was incepted earlier than MSFFX: CLBFX (23 years) vs MSFFX (21 years). MSFFX (1.47) is less costly to investors than CLBFX (0.67). MSFFX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). MSFFX has a lower initial minimum investment than CLBFX: MSFFX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 9.28 vs. MSFFX (3.38). CLBFX return over 5 years is better than : 37.42 vs. MSFFX (1.92).
| CLBFX | MSFFX | CLBFX / MSFFX | |
| Total Expense Ratio | 0.67 | 1.47 | 46% |
| Annual Report Gross Expense Ratio | 0.67 | 1.47 | 46% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 10.722 | 3.947 | 272% |
| 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 | 1.83 | 1.67 | 110% |
| Returns for 1 year | 9.28 | 3.38 | 275% |
| Returns for 3 years | 38.20 | 9.83 | 389% |
| Returns for 5 years | 37.42 | 1.92 | 1,951% |
| Returns for 10 years | 88.92 | 27.31 | 326% |
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