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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MFS Total Return R1
Price$19.21
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets7.62B
CLBFX vs MSFFX Comparison Chart
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CLBFX vs. MSFFX commentary
Jun 15, 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: 244B vs. MSFFX (7.62B). CLBFX pays higher dividends than MSFFX: CLBFX (2.07) vs MSFFX (1.63). 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 : 5.44 vs. MSFFX (-0.28). CLBFX return over 5 years is better than : 41.30 vs. MSFFX (8.17).
| 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 | 4.519 | 2.474 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 7.62B | 3,202% |
| Annual Yield % from dividends | 2.07 | 1.63 | 127% |
| Returns for 1 year | 5.44 | -0.28 | -1,937% |
| Returns for 3 years | 34.29 | 9.93 | 345% |
| Returns for 5 years | 41.30 | 8.17 | 505% |
| Returns for 10 years | 73.68 | 19.33 | 381% |
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