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CLBCX vs MSFFX
CLBCX vs MSFFX Comparison
Open Charts CLBCX vs MSFFX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
MFS Total Return R1
Price$19.90
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets7.74B
CLBCX vs MSFFX Comparison Chart in %
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CLBCX vs. MSFFX commentary
Aug 16, 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: 256B vs. MSFFX (7.74B). MSFFX pays higher dividends than CLBCX: MSFFX (1.62) vs CLBCX (1.12). CLBCX was incepted earlier than MSFFX: CLBCX (24 years) vs MSFFX (20 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 : 7.14 vs. MSFFX (0.67). CLBCX return over 5 years is better than : 34.64 vs. MSFFX (6.80).
| 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 | 20 years | - |
| Gain YTD | 9.208 | 6.669 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7.74B | 3,307% |
| Annual Yield % from dividends | 1.12 | 1.62 | 69% |
| Returns for 1 year | 7.14 | 0.67 | 1,073% |
| Returns for 3 years | 27.58 | 5.13 | 537% |
| Returns for 5 years | 34.64 | 6.80 | 509% |
| Returns for 10 years | 65.77 | 24.37 | 270% |
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