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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
MFS Total Return R1
Price$20.11
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFFX Comparison Chart in %
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CLBCX vs. MSFFX commentary
Sep 29, 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 CLBCX is a Hold and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. MSFFX (7.74B). MSFFX pays higher dividends than CLBCX: MSFFX (1.60) vs CLBCX (1.11). CLBCX was incepted earlier than MSFFX: CLBCX (24 years) vs MSFFX (21 years). MSFFX (1.47) is less costly to investors than CLBCX (1.35). MSFFX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). 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 : 7.19 vs. MSFFX (-0.72). CLBCX return over 5 years is better than : 40.81 vs. MSFFX (9.65).
| CLBCX | MSFFX | CLBCX / MSFFX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 12.421 | 7.732 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 7.74B | 3,397% |
| Annual Yield % from dividends | 1.11 | 1.60 | 69% |
| Returns for 1 year | 7.19 | -0.72 | -995% |
| Returns for 3 years | 48.53 | 19.03 | 255% |
| Returns for 5 years | 40.81 | 9.65 | 423% |
| Returns for 10 years | 81.37 | 33.50 | 243% |