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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$37.07
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
CLBFX vs MSFFX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and MSFFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. MSFFX (7.74B). CLBFX pays higher dividends than MSFFX: CLBFX (1.99) vs MSFFX (1.60). CLBFX was incepted earlier than MSFFX: CLBFX (23 years) vs MSFFX (20 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 : 10.40 vs. MSFFX (1.86). CLBFX return over 5 years is better than : 42.59 vs. MSFFX (8.50).
| 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 | 20 years | - |
| Gain YTD | 9.111 | 6.306 | 144% |
| 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 | 1.99 | 1.60 | 124% |
| Returns for 1 year | 10.40 | 1.86 | 560% |
| Returns for 3 years | 36.42 | 9.85 | 370% |
| Returns for 5 years | 42.59 | 8.50 | 501% |
| Returns for 10 years | 81.10 | 24.08 | 337% |
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