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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
MFS Total Return R1
Price$20.04
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.75B
CLBFX vs MSFFX Comparison Chart in %
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CLBFX vs. MSFFX commentary
Sep 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 CLBFX is a Buy and MSFFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. MSFFX (7.75B). CLBFX pays higher dividends than MSFFX: CLBFX (1.94) 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 : 10.11 vs. MSFFX (-0.05). CLBFX return over 5 years is better than : 42.70 vs. MSFFX (7.24).
| 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 | 11.495 | 7.357 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 7.75B | 3,342% |
| Annual Yield % from dividends | 1.94 | 1.60 | 121% |
| Returns for 1 year | 10.11 | -0.05 | -20,229% |
| Returns for 3 years | 41.65 | 12.36 | 337% |
| Returns for 5 years | 42.70 | 7.24 | 590% |
| Returns for 10 years | 92.18 | 29.72 | 310% |