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CLBFX vs MSFFX
CLBFX vs MSFFX Comparison
Open Charts CLBFX vs MSFFX
American Funds American Balanced 529F
Price$38.21
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
MFS Total Return R1
Price$19.92
Change+$0.19 (+0.96%)
VolumeN/A
Net Assets7.74B
CLBFX vs MSFFX Comparison Chart in %
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CLBFX vs. MSFFX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. MSFFX (7.74B). CLBFX pays higher dividends than MSFFX: CLBFX (2.03) vs MSFFX (1.70). 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). CLBFX is a more actively managed with annual turnover of: 44.00 vs. MSFFX (41.00). 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 : 11.50 vs. MSFFX (4.51). CLBFX return over 5 years is better than : 38.44 vs. MSFFX (1.91).
| 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 | 2.464 | 2.854 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 7.74B | 3,489% |
| Annual Yield % from dividends | 2.03 | 1.70 | 120% |
| Returns for 1 year | 11.50 | 4.51 | 255% |
| Returns for 3 years | 37.33 | 8.25 | 452% |
| Returns for 5 years | 38.44 | 1.91 | 2,012% |
| Returns for 10 years | 104.71 | 35.71 | 293% |
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