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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$39.65
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
MFS Total Return R1
Price$20.26
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets7.66B
CLBFX vs MSFFX Comparison Chart in %
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CLBFX vs. MSFFX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. MSFFX (7.66B). 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 : 9.92 vs. MSFFX (-1.68). CLBFX return over 5 years is better than : 41.82 vs. MSFFX (1.55).
| 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 | 17.277 | 8.892 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 7.66B | 3,511% |
| Annual Yield % from dividends | 1.83 | 1.67 | 110% |
| Returns for 1 year | 9.92 | -1.68 | -590% |
| Returns for 3 years | 42.21 | 8.11 | 520% |
| Returns for 5 years | 41.82 | 1.55 | 2,696% |
| Returns for 10 years | 91.38 | 28.05 | 326% |
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