CLBCX
Price
$33.47
Change
-$0.88 (-2.56%)
Updated
Apr 3 closing price
Net Assets
235.03B
MSFFX
Price
$18.93
Change
-$0.39 (-2.02%)
Updated
Apr 3 closing price
Net Assets
7.75B
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CLBCX vs MSFFX

Header iconCLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFXBanner chart's image
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
MFS Total Return R1
Price$18.93
Change-$0.39 (-2.02%)
VolumeN/A
Net Assets7.75B
CLBCX vs MSFFX Comparison Chart
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CLBCX vs. MSFFX commentary
Apr 04, 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 Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. MSFFX (7.75B). MSFFX pays higher dividends than CLBCX: MSFFX (1.58) vs CLBCX (1.22). CLBCX was incepted earlier than MSFFX: CLBCX (23 years) vs MSFFX (20 years). MSFFX (1.47) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. MSFFX (53.00). 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 : 3.51 vs. MSFFX (0.04). CLBCX return over 5 years is better than : 46.30 vs. MSFFX (23.15).
CLBCXMSFFXCLBCX / MSFFX
Total Expense Ratio1.371.4793%
Annual Report Gross Expense Ratio1.371.4793%
Fund Existence23 years20 years-
Gain YTD0.2112.7588%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets235B7.75B3,033%
Annual Yield % from dividends1.221.5877%
Returns for 1 year3.510.048,485%
Returns for 3 years11.05-1.09-1,012%
Returns for 5 years46.3023.15200%
Returns for 10 years52.6519.77266%
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