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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
MFS Total Return R1
Price$20.03
Change-$0.32 (-1.57%)
VolumeN/A
CapitalizationN/A
CLBCX vs MSFFX Comparison Chart
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CLBCX vs. MSFFX commentary
Dec 19, 2024
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 CLBCX is a Hold and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. MSFFX (7.88B). MSFFX pays higher dividends than CLBCX: MSFFX (1.62) vs CLBCX (1.52). CLBCX was incepted earlier than MSFFX: CLBCX (23 years) vs MSFFX (20 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (43.00). MSFFX has a lower initial minimum investment than CLBCX: MSFFX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 11.92 vs. MSFFX (5.29). CLBCX return over 5 years is better than : 29.69 vs. MSFFX (8.67).
| CLBCX | MSFFX | CLBCX / MSFFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 10.944 | 8.125 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 7.88B | 3,057% |
| Annual Yield % from dividends | 1.52 | 1.62 | 94% |
| Returns for 1 year | 11.92 | 5.29 | 225% |
| Returns for 3 years | 10.88 | 0.38 | 2,840% |
| Returns for 5 years | 29.69 | 8.67 | 343% |
| Returns for 10 years | 47.43 | 23.99 | 198% |
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