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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
MFS Total Return R1
Price$19.14
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets7.79B
CLBCX vs MSFFX Comparison Chart
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CLBCX vs. MSFFX commentary
Jan 19, 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 Buy and MSFFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. MSFFX (7.79B). 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 : 11.42 vs. MSFFX (3.68). CLBCX return over 5 years is better than : 26.62 vs. MSFFX (0.27).
| 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 | 1.894 | 1.377 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 7.79B | 3,081% |
| Annual Yield % from dividends | 1.52 | 1.62 | 94% |
| Returns for 1 year | 11.42 | 3.68 | 311% |
| Returns for 3 years | 11.24 | -5.76 | -195% |
| Returns for 5 years | 26.62 | 0.27 | 9,730% |
| Returns for 10 years | 56.78 | 20.69 | 274% |
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