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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
MFS Total Return R1
Price$19.67
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets7.72B
CLBFX vs MSFFX Comparison Chart in %
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CLBFX vs. MSFFX commentary
Jan 16, 2026
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 Hold and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. MSFFX (7.72B). CLBFX pays higher dividends than MSFFX: CLBFX (2.08) vs MSFFX (1.73). 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 : 14.42 vs. MSFFX (6.40). CLBFX return over 5 years is better than : 39.53 vs. MSFFX (1.49).
| 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 | 2.357 | 2.395 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.72B | 3,496% |
| Annual Yield % from dividends | 2.08 | 1.73 | 121% |
| Returns for 1 year | 14.42 | 6.40 | 225% |
| Returns for 3 years | 38.39 | 8.02 | 479% |
| Returns for 5 years | 39.53 | 1.49 | 2,654% |
| Returns for 10 years | 105.76 | 36.26 | 292% |
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